Tax Associates are given a wide variety of accounting and consulting assignments under the supervision of different professionals. Performance is judged based on the quality of work, original thinking, application of accounting and consulting knowledge, and ability to meet time constraints.
Tools you’ll need in your toolbox:
Records and analyzes transactions in schedules using computer and software programs.
Prepares financial calculations and models.
Performs tasks as assigned.
Performs other accounting and consulting tax duties as needed in projects and as assigned by supervisory personnel.
Documents work performed and summarizes any findings.
Prepares written reports and/or sections to be included in a report.
Assists in proofing schedules, calculations, work papers, reports, and other documents.
Performs other duties as needed in projects and as assigned by supervisory personnel.
Attends to client service adding value to clients' businesses is an integral part of the job requirements and begins to learn cross-selling opportunities and refer those opportunities to more qualified professionals.
Accepts responsibility for accuracy of data entry, accumulation, and maintenance in all aspects of what we do as an accounting and consulting Firm.
Learns through Performance Advisor proper delegation and management of workload and demonstrates ability to properly delegate and manage workload.
Assists in marketing the Firm
Assists in recruiting entry-level and experienced staff by serving as "greeters" for on-campus interviews and such other recruiting duties as needed and attend Beta Alpha Psi events, career days, and functions at colleges and universities sponsored by the Firm to potential clients.
Your daily impact will require:
Bachelor's or Master's degree in Accounting
Must be CPA eligible and actually working towards obtaining license
If already CPA, must be a member in good standing with the AICPA and respective state societies.
Proficiency with computer and spreadsheet software programs, or software appropriate to practice area.
Encouraged to join a community association related to his/her field after first year of employment with Mentor approval prior to joining.
Assumes individual responsibility to learn all new technology introduced by the Firm as appropriate for service/practice area