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 Skills for This Role
LaCerteTaxDomeQuickBooks
Full Job Posting
About Duncan Financial Group
Headquartered in Irwin, Pennsylvania – we help clients build and protect a better financial future. Our vision is to become the premier independent insurance and financial services organization that sets the standard for adding value to the lives of our clients, our employees, and our community stakeholders. At Duncan, we know that our greatest asset is our employees. We offer a new standard of insurance and financial guidance that is unmatched in the industry. Family-run for over 45 years, our diversified professionals get to know the needs of every client to deliver award-winning service for all their insurance, wealth management, and accounting needs. Built on a solid foundation, our relationships last for generations. Duncan Financial Group is quickly expanding both organically and through acquisition. With consistent and constant growth, we are continually seeking new talent to join us and continue to develop with us.
Tax Associate
Position Summary:
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
Apply for this job in 1 click
Skip the repetitive application forms
Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.
Trusted by over 500,000 job seekers on Base Career
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
Remote Work Environment: Preference given to candidates in Eastern or Central U.S. time zones
Salary Transparency Statement: In accordance with state and local pay transparency laws, we will provide the applicable salary range upon request to candidates who reside in jurisdictions where such disclosure is required.
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
No Solicitation Notification to Agencies: Please note that Keystone and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone will not consider or approve payment to any third parties for hires made.
About Duncan Financial Group
Verified company details for this employer are not available yet.
