Position Overview: A successful Tax Associate is responsible for the reconciliation and tax preparation process for ATBS clients. A Tax Associate completes a high volume of accurate year-end reconciliations of client accounts, 1099s, and YTD information to produce a Form Schedule C. In addition, a Tax Associate will prepare a high volume of accurate tax returns and communicate with clients throughout the process. This position is supervised by a Senior Tax Associate that provides mentorship and review of the Entry Level Tax Associate’s work for continuing professional development.
About Us: 25 years ago, ATBS was created in the back of a garage by founders who grew up in the trucking industry and recognized a need for the business services we provide today. ATBS has become the largest tax, accounting, and consulting firm for owner-operator truck drivers, providing services to over 150,000 clients. Rooted in family values, quality work, and integrity, ATBS thrives on a united team of employees. Our goal as a company is to take the complexity out of the lives of our clients and allow drivers to focus on what is most important – the road. With approximately 130 employees split between our two offices located in Golden, CO and Laramie, WY, ATBS offers competitive pay, charitable time off, opportunity for growth, and the ability to maintain a great work-life balance. We are growing quickly, and looking for passionate, innovative, and qualified individuals to join our team!
About You:
- You solve problems creatively and develop innovative solutions
- You are curious and have an inherent willingness to learn
- You enjoy collaborating with others and have excellent communication skills
- You are analytical and detail oriented
- You always go the extra mile to provide exceptional customer service
Significant Responsibilities:
- Accurately verify and reconcile revenue and expense amounts provided by clients or partner carriers to amounts reported within the ATBS database
- Analytically research and ensure that clients’ financial results are in line with established due diligence parameters or have reasonable explanations from the established parameters
- Successfully generate accurate Schedule C information for inclusion in clients’ income tax return and adhere to all established reconciliation processes
- Effectively prepare a high volume of individual federal, state, and local income tax returns
- Passionately provide exceptional customer service by gathering tax information, assisting in answering clients’ questions regarding accounting matters and communicating information in a manner that is understood by clients and ATBS employees
- Actively support other departments and contribute to the growth of ATBS
Desired Skills and Qualifications:
- Strong attention to detail
- Strong analytical, computer, and math skills
- Excellent verbal and written communication skills
- Ability to quickly learn new software
- Proficient in Microsoft Office
- Ability to work in a fast-paced environment
- Flexibility to work additional hours when required
- Bilingual (Spanish) skills are a plus
Education and/or Experience:
- Applicable College Degree fields include: Accounting, Finance, Economics, and General Business
- Progress toward an Associate’s or Bachelor’s degree is required
- One year of experience preparing individual tax returns with Schedule C’s is preferred
- Previous customer service experience is beneficial
- Experience in the transportation industry is advantageous, but not required
- Knowledge of tax rules and regulations is helpful
- Participation in the Volunteer Income Tax Assistance (VITA) program or a similar program is a plus
- Previous experience using CCH tax software is a plus, but not required