Tax Associate

KEY RESPONSIBILITIES: Tax Preparation & PlanningPrepare federal and state individual income tax returns (Form 1040), including Schedules C, D, and EPrepare small business returns, including S corporations (1120-S), partnerships (1065), and select C corporations (1120) Assist with tax planning, quarterly estimated payments, and year-end projectionsResearch tax questions and help draft responses to IRS and state noticesSupport bookkeeping, payroll, and sales tax compliance for business clients as neededReview of Outsourced WorkReview work prepared by outsourced resources for accuracy and completenessProvide clear feedback, track open items, and ensure deliverables meet firm standards and deadlinesClient Service & Office AdministrationAnswer phones and respond to client emails promptly and professionallyRequest, gather, and organize client tax documentation, including through the client portalSchedule appointments, track engagement status, and maintain organized client filesAssist with general office management to keep a small practice running efficientlyQUALIFICATIONSRequiredBachelor's or associate's degree in accounting, finance, or a related field1–4+ years of tax experience in public accountingWorking knowledge of individual and small business taxationStrong organizational skills and the ability to balance tax work with administrative responsibilities, especially during busy seasonExcellent written and verbal communication skills, with a friendly, professional client-facing demeanorDetail-oriented, dependable, and comfortable handling confidential informationProficiency with tax software and Microsoft Office, particularly ExcelNice to HaveCPA or EA license, or actively working toward one (not required) Experience reviewing the work of others (not required) Familiarity with QuickBooks or other small business accounting softwareWHY REZNY CPAHybrid schedule — approximately 3 days per week in the Huntersville office, with flexibility as neededWork directly with and learn from the firm's ownerVariety across tax preparation, planning, review, and client service A growing firm with room to take on increasing responsibility over time