Keystone is a rapidly growing insurance brokerage platform partnering with independent agencies across the United States. Keystone provides strategic resources, capital investment, and operational support to drive sustainable growth, empowering agencies to maintain their identity while accessing best-in-class tools in finance, HR, sales, and M&A integration. The leadership team brings over a century of combined industry expertise, fostering collaboration, innovation, and long-term value.
Tax Associate
Location
United States
Posted
12 hours ago
Salary
0
Seniority
Mid Level
No structured requirement data.
Job Description
Tax Associate
Keystone Agency Partners LLC
Role Description The primary function of this role is to prepare individual, partnership, corporate, and nonprofit tax returns while also providing support for general accounting functions across multiple entities. This role ensures compliance with federal, state, and local tax regulations and assists in the preparation of internal financial statements. The ideal candidate will demonstrate strong technical expertise in accounting and taxation, a client-first mindset, and the ability to manage multiple priorities effectively. Key Responsibilities: - Tax Preparation and Client Service - 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. - Accounting and Financial Reporting - 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. - Support the fulfillment of compliance-related reporting requirements. - Accounts Payable and Receivable Management - 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. - Operational Support - 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. Qualifications - 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. - Employment is contingent upon the successful completion of all pre-employment requirements, which may include a criminal background check and credit history review, as permitted by law. 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
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