Tax Associate Requirements, Skills & Qualifications

The following common skills and qualifications are required of a Tax Associate:

  • Bachelors degree in taxation or accounting required.
  • CPA certification may be required.
  • 1+ years of tax preparation experience.
  • Experience using tax preparation software and applications.
  • Strong analytical and problem-solving skills.
  • Excellent accounting skills.
  • Good customer service skills.
  • Good communication skills, both verbal and written.
  • Ability to prioritize and manage time efficiently.

Note that this is not an exhaustive list of Tax Associate skill, qualifications and experience. Job requirements for specific Tax Associate roles may vary, depending on the industry and type of employer.


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