Cain Watters & Associates is a firm dedicated to providing tax services. The Tax Associate 2 plays a vital role in the tax department, ensuring timely and accurate preparation of tax returns and providing support for various tax-related client services.
Responsibilities
- Prepare various types of basic to moderately complex tax returns (1040, 1041, 1120, 1120S and 1065)
- Provide tax related services for clients (Personal Property Tax, Extensions, Estimated Payment Vouchers, Tax Notices, etc.)
- Research as needed to respond to client questions and prepare tax returns accurately
- Compare tax returns to tax projections prepared by in-house Financial Planners
- Participate in planning of workflow to ensure completion of assigned returns
- Assist in set up of new client tax returns and workpapers
- Prepare partnership, corporate, individual and personal property tax returns
- Client contact as needed to facilitate completion of tax issues
- Internal contact as needed between various departments to facilitate completion of tax issues
- Documentation of records and workpapers to firm's electronic file cabinet to ensure accurate, organized recordkeeping
- Assist fellow department members in order for the department to complete annual tax season goals
- Daily use of multiple software programs for organization of workpapers, tax returns, and workflow management
- Analyze unaudited financial statements to determine adjustments necessary for accurate tax treatment
- Prepare assigned returns in timeframe given in order to timely deliver tax returns to clients
Skills
- Bachelor's degree or higher in Accounting, Tax or related field
- CPA eligible or EA eligible required
- 1+ years' experience in public accounting or its equivalent
- Thorough knowledge of tax laws
- Strong communication, interpersonal and organizational skills
- Ability to use Microsoft Office Suite, including Excel
- Proficient in Adobe Acrobat
- Master's degree in Accounting or related field
- CPA or EA preferred
- Big four or large public accounting firm experience
- CCH Axcess Tax, Engagement & BNA Income Tax Planner
Benefits
- Employer Paid Medical, Short-Term Disability, Accident, Life and AD&D Insurance
- Dental & Vision Insurance
- Unlimited PTO
- Firm-Paid Holidays, Including an Extended Winter Break
- Safe Harbor 401k Plan
- Generous Employer HSA Contributions
- Employer Paid Professional Dues, Licenses/Renewals
- Continuing Education Resources
- Family Planning Assistance Program and Paid Parental Leave
Company Overview
Cain Watters & Associates is a financial planning service provider based in Texas. It was founded in 1984, and is headquartered in Plano, Texas, USA, with a workforce of 201-500 employees. Its website is https://www.cainwatters.com/.
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