Tax Associate

About the Role

E.A. Buck Accounting & Tax Services (EABATS) is seeking a Tax Associate to join their Denver office. This is a full-time, on-site position. The role involves preparing individual and business tax returns, performing bookkeeping, account reconciliation, and providing client support. The ideal candidate has completed at least one tax season and enjoys balancing tax preparation, accounting responsibilities, and client service.

Key Responsibilities

• Prepare individual and business tax returns and assemble accurate, organized tax workpapers and supporting documentation.
• Coordinate delivery and presentation of completed tax return packages, including electronic delivery through DocuSign when appropriate.
• Respond to client questions, schedule appointments, follow up on document requests, and assist with client servicing throughout the year.
• Prepare billing for completed tax returns and help meet established tax and client-service deadlines.
• Gather and reconcile bank statements and transaction information to support monthly account reconciliations.
• Accurately classify revenue and expense transactions, maintain records, and protect the integrity of internal systems and client data.
• Prepare financial statements, including profit and loss statements and balance sheets.
• Assist with applicable general excise tax filings and other assigned accounting or tax filings.
• Research tax and accounting questions, monitor relevant regulatory changes, and assist clients with notices, refunds, and related matters.
• Participate in continuing education, department projects, and cross-functional initiatives as needed.

Requirements & Tech Stack

• Minimum of one full tax season of relevant experience.
• Bachelor’s Degree preferred.
• Enrolled Agent (EA) credential preferred, but not required.
• Experience preparing individual and/or business tax returns.
• Familiarity with bookkeeping, account reconciliation, and financial statement preparation.
• Ability to manage multiple priorities and meet deadlines, particularly during tax season.
• Comfort communicating directly with clients and collaborating across teams.

Qualifications

• Self-directed, detail-oriented, and motivated to keep learning as tax laws and procedures change.
• Prior experience in one or more of the following preferred:
• Administrative support, meeting coordination, or project tracking.
• Operational workflows, document management, or process improvement.
• Financial services, retirement plan administration, or recordkeeper support.
• Enrollment processing, implementation coordination, or provider documentation.

Note: Only individuals currently living in Colorado will be considered.

Job offer is contingent upon successful completion of a background investigation, inclusive of fingerprinting and reference checks.