Tax Associate

Duncan Financial Group

Tax Associate preparing individual, partnership, and corporate tax returns at Duncan Financial Group. Ensuring compliance with regulations while providing exceptional client service.

Posted 6/20/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

Prepare accurate and timely tax returns for individuals, partnerships, corporations, and nonprofit organizations
Deliver exceptional service to clients to promote satisfaction and retention
Apply technical knowledge to complex tax and accounting matters, ensuring compliance and optimal tax outcomes
Process daily transactions to general ledger accounts and prepare journal entries
Reconcile commission revenue and assist with month-end closings
Assist in the preparation of internal financial statements for multiple business entities
Process vendor payments and ensure accurate accounts payable entries
Record receipts and maintain accounts receivable accuracy
Monitor cash balances across multiple entities and escalate issues as needed
Assist in the coordination of various finance-related duties and special projects
Support cross-functional activities as assigned to improve process efficiencies
Perform other duties as assigned.

Requirements

What you’ll need

Bachelor’s degree in Accounting, Finance, or Business Administration required
Current Certified Public Accountant (CPA) or IRS Enrolled Agent (EA) designation required
Minimum of 3 years of experience preparing individual and business tax returns; prior experience with accounts payable, accounts receivable, or commission accounting is preferred
Strong knowledge of accounting principles and federal tax regulations, including preparation of Forms 1040, 1065, 1120, and 990
Proficiency in Microsoft Office Suite, with a strong emphasis on Excel
Experience with accounting and tax software, including LaCerte, TaxDome, and QuickBooks
Excellent written and verbal communication skills, with the ability to collaborate effectively across departments and with clients
Strong analytical, organizational, and problem-solving skills with exceptional attention to detail
Demonstrated ability to prioritize multiple responsibilities, work independently, and consistently meet deadlines in a fast-paced environment.

Benefits

Comp & perks

Competitive Compensation
Health Insurance Plans (PPO, HSA, Copay Options)
Dental Insurance
Vision Insurance
Company Paid Disability Insurance
Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
401(k) with Safe Harbor Match
Paid Time Off
Paid Holidays

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

tax returns preparationgeneral ledger accountingjournal entriesreconciliationfinancial statements preparationaccounts payableaccounts receivablecash managementtax complianceanalytical skills

Soft Skills

client servicecommunication skillscollaborationorganizational skillsproblem-solving skillsattention to detailtime managementindependenceprioritizationadaptability

Certifications

Certified Public Accountant (CPA)IRS Enrolled Agent (EA)