Lewis James Professional

Tax Associate

Lewis James Professional is a woman-owned staff augmentation, project consulting and direct hire search and placement firm. We are currently seeking a Tax Associate for a direct hire opportunity with a financial services client.


  • Effectively communicate with clients to receive information necessary to complete the engagement with minimum disruption to client.
  • Use the firm’s software programs to automate the process from trial balance, financial statement, and the tax return. This may include using technology to link client’s software with the firm’s.
  • Reconcile client records to trial balance, which may include analytical procedures, and performs schedule computations of pre-paids, accruals, property, and equipment, and calculates depreciation expense.
  • Required to perform all phases of an engagement, including report writing and tax return preparation.
  • Prepared and filing tax returns and work papers for companies, partnerships, and individuals.
  • Consult with clients, review their tax information, and respond to questions.


  • Bachelor's degree in accounting and/or finance preferred.
  • 1+ years of tax experience.
  • Experience using tax preparation software.
  • HNWI experience is a plus.
  • Excellent accounting skills
  • Good communication skills, both written and verbal

For immediate consideration, please click “Apply” and use Job Code BHJOB11837_3432. You may also send a copy of your resume to: resumes@lewisjamesprofessional.com and enter only the following job code in the subject line: BHJOB11837_3432. Lewis James Professional is an Equal Opportunity Employer. M/F/D/V