LGA, LLP is focused on their people and is seeking a Tax Associate in their Enterprise Group. The role involves preparing federal and state income tax returns for owner-managed small businesses, maintaining client records, and collaborating with internal teams to ensure compliance with tax regulations.
Responsibilities
- Prepare federal and state income tax returns, primarily for owner managed small business, their owners, and families
- Prepare, organize and maintain client records and workpapers that accurately support the tax return and related engagement work
- Collaborate with internal teams, conduct tax research, and apply tax laws and regulations to corporate, partnership, individual, estate, and trust tax filings
- Assist with responses to client inquiries and tax notices under supervision
- Conduct basic tax research and document preliminary findings and understanding of the law to be discussed with supervisor(s)
- Communicates timely with supervisor(s) regarding questions, issues and identified matters to ensure resolution and that client deadlines and deliverables are met as well as personal goals for productivity
- Proficiency in CCH Engagement, CCH Tax, Microsoft Office Suite, BNA IT Planner, CCH AnswerConnect, and other firm technologies to enhance client service and efficiency
- Ongoing commitment to continuing education and professional growth, seeks out formal, self-study, and on-the-job training
- Stay current with industry and tax regulation developments
- Seeks out regular evaluations from supervisor(s)
- Demonstrates the ability to interact and communicate confidently and concisely with various levels of firm management in both written and verbal form
- Produces high quality work which adheres to the relevant professional standards
- Prioritize and manage tasks while exercising professional skepticism
- Exudes intellectual curiosity, has strong analytical and attention to detail skills
- Embrace new technological platforms and demonstrate a willingness to learn
- Develops a more in-depth knowledge of federal, MA and multi-state tax issues, generally able complete more complex tax compliance projects with guidance
- Apply accounting principles effectively, recognizing misapplications in client-prepared documents and communicating issues appropriately
- Apply industry knowledge to multiple clients and consider issues from various perspectives
Skills
- Bachelor's degree in Accounting, Taxation, or a related field
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook, etc.)
- 0-2 years' experience in a related field
- Strong organizational skills, detail oriented, and able to manage multiple deadlines
- Ability to work with a sense of urgency and be flexible in tasks and time while managing your workload with adjustments to your schedule especially during peak workload times in the service line
- Contributes to a positive and collaborative work environment by upholding the firm's vision and values
- Respect for compliance and confidentiality
- Master's degree in Accountancy or Tax or a plan to pursue
- CPA or EA certification or a plan to pursue
- Experience with the CCH Suite of Products (ProSystem fx Tax, Engagement, Document, Portal) is a plus
- Comfortable working in a technology-driven, paperless environment
Company Overview
LGA, LLP is an independent, full-service CPA and Business Advisory firm with over 45 years of experience in delivering financial focus to businesses. It was founded in 1980, and is headquartered in Woburn, Massachusetts, USA, with a workforce of 51-200 employees. Its website is https://www.lga.cpa.