Tax Associate
Graef & Zink PC
Denver, CO0–2 yrs1h agovia LinkedIn
About the Role
The Tax Associate is a full-time team member responsible for preparing and reviewing individual, business, and trust tax returns in accordance with applicable tax laws and regulations. This hybrid role is based in Denver, CO, with the opportunity to perform some work from home.
Key Responsibilities
- Prepare and review individual, business, and trust tax returns.
- Gather and analyze client financial information.
- Perform tax research.
- Assist with tax planning strategies.
- Ensure timely and accurate tax compliance.
- Communicate directly with clients to clarify documentation, address tax questions, and support advisory recommendations.
- Collaborate with senior advisors.
- Maintain organized workpapers.
- Stay current on changes in tax law and relevant guidance.
Requirements & Tech Stack
- Tax Compliance
- Tax Preparation
- Tax Law
- Tax regulations
- Tax research
- Finance (including financial statements, income, expense, and cash flow analysis)
- Tax preparation software
- Microsoft Office tools
- Written communication skills
- Verbal communication skills
- Organizational abilities
- Time-management abilities
Qualifications
- Experience handling a variety of return types (individual, business, and trust).
- Foundational knowledge in Finance.
- Bachelor’s degree in Accounting, Finance, or related field.
- CPA or Enrolled Agent designation, or progress toward these credentials, is preferred.
- Strong attention to detail and accuracy in documentation.
- Ability to interact professionally with clients.
- Ability to work collaboratively within a team.
- Ability to handle multiple deadlines and seasonal workload demands.