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.

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 and 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