Tax Associate

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Duncan Financial Group

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 1978

💸 Finance

💳 Fintech

Finance • Fintech • Insurance

Duncan Financial Group is a comprehensive financial services firm that has been operational since 1978. With a dedicated team of professionals, the company offers a wide range of services including personal insurance, estate planning, tax planning, corporate retirement planning, and risk management. Duncan Financial Group aims to coordinate investments, insurance, and taxes for individual and business clients, ensuring a tailored approach to meet specific financial needs, all under one roof.

📋 Description

• 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

• 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

• 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