Associate, Tax & Accounting

WFFA Advisors

. Prepare individual and business tax returns (1040, 1065, 1120S, 1120) under supervision .

Posted 10/2/2026full-timeFloral Park • New York • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates proficiency in preparing individual and business tax returns, bookkeeping, and general ledger work while maintaining strong attention to detail and organization. Capable of effective client communication and technical research within tax and accounting frameworks.

Highest-signal resume keywords

Tax Return PreparationBookkeepingGAAP KnowledgeExcel ProficiencyCPA Eligibility

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Tax Return PreparationBookkeepingGeneral Ledger WorkAttest FieldworkTechnical ResearchTime TrackingSource Document CompilationWorkpaper OrganizationTax ConceptsFinancial Reporting

Soft Skills

Attention to DetailOrganizationCommunicationFollow Through

Tools & Technologies

ExcelTax SoftwareAccounting Software

Certifications & Qualifications

CPA Eligibility

Industry Keywords

GAAPTaxAccountingAttestFinancial Statements

About the role

Key responsibilities & impact

Prepare individual and business tax returns (1040, 1065, 1120S, 1120) under supervision
Perform bookkeeping, reconciliations, and general ledger work under supervision
Perform assigned attest fieldwork under supervision
Produce organized, tied-out workpapers ready for review, with open items clearly flagged
Compile and organize source documents and supporting schedules
Perform basic technical research and bring proposed answers to the team
Communicate with clients to gather information and request missing items
Track and report time accurately and understand assignment time budgets
Maintain work files and follow firm processes and procedures
Work on client engagements across tax, accounting, and attest
Report to a Manager with day-to-day direction from a Senior Associate

Requirements

What you’ll need

Bachelor's degree in accounting, finance, tax, or a related field
1 to 2 years of experience; internship experience is a plus
CPA eligible or actively pursuing licensure
Working knowledge of GAAP and basic tax concepts
Proficiency in Excel
Ability to learn the firm's tax, accounting, and operational technology
Strong attention to detail, organization, and follow through
Applicants must be authorized to work for any employer in the U.S.

Benefits

Comp & perks

Discretionary annual bonus tied to firm and individual performance
Benefits plan
Hybrid work schedule
Continuous professional development
Clear path to Senior Associate