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Tax accountant vs tax associate

The differences between tax accountants and tax associates can be seen in a few details. Each job has different responsibilities and duties. Additionally, a tax associate has an average salary of $62,466, which is higher than the $62,142 average annual salary of a tax accountant.

The top three skills for a tax accountant include CPA, tax audits and income tax returns. The most important skills for a tax associate are strong customer service, CPA, and tax planning.

Tax accountant vs tax associate overview

Tax AccountantTax Associate
Yearly salary$62,142$62,466
Hourly rate$29.88$30.03
Growth rate6%6%
Number of jobs57,91942,019
Job satisfaction--
Most common degreeBachelor's Degree, 72%Bachelor's Degree, 56%
Average age4447
Years of experience4-

What does a tax accountant do?

A tax accountant is an individual who works with clients to produce tax return documents that follow tax laws and regulations while keeping them updated on their return information. Tax accountants must determine tax strategies for their clients that may minimize or eliminate tax payments while arranging audits with taxation authorities. They prepare tax documents for different clients, including private companies, non-profit organizations, and private individuals. Tax accountants are also required to obtain a bachelor's degree in accounting and should understand business concepts.

What does a tax associate do?

Tax associates are responsible for helping businesses and individuals with state and federal income tax preparation and compliance. These professionals often work for accounting firms and financial services companies. They perform varied tasks that include reviewing income statements, financial records, and expenditures, interviewing clients about income and expenses, and minimizing their clients' tax liability. Tax associates also conduct research on tax issues and assist with tax audits, advise clients on compensation and tax information, and maintain accurate and current client records.

Tax accountant vs tax associate salary

Tax accountants and tax associates have different pay scales, as shown below.

Tax AccountantTax Associate
Average salary$62,142$62,466
Salary rangeBetween $45,000 And $83,000Between $40,000 And $95,000
Highest paying CityNew York, NYLas Vegas, NV
Highest paying stateNew YorkNevada
Best paying companyPacific Investment Management Company LLCRopes & Gray
Best paying industryFinanceFinance

Differences between tax accountant and tax associate education

There are a few differences between a tax accountant and a tax associate in terms of educational background:

Tax AccountantTax Associate
Most common degreeBachelor's Degree, 72%Bachelor's Degree, 56%
Most common majorAccountingAccounting
Most common collegeUniversity of PennsylvaniaUniversity of Southern California

Tax accountant vs tax associate demographics

Here are the differences between tax accountants' and tax associates' demographics:

Tax AccountantTax Associate
Average age4447
Gender ratioMale, 47.3% Female, 52.7%Male, 36.4% Female, 63.6%
Race ratioBlack or African American, 8.2% Unknown, 3.9% Hispanic or Latino, 10.5% Asian, 15.5% White, 61.4% American Indian and Alaska Native, 0.5%Black or African American, 9.6% Unknown, 4.0% Hispanic or Latino, 18.2% Asian, 10.2% White, 57.3% American Indian and Alaska Native, 0.6%
LGBT Percentage7%8%

Differences between tax accountant and tax associate duties and responsibilities

Tax accountant example responsibilities.

  • Utilize QuickBooks to manage client data and prepare necessary financial statements.
  • Manage and prepare sales and use tax account reconciliations and property tax liability accounts and prepare corresponding journal entries.
  • Prepared/Review financial statements according to GAAP and propose adjusting entries for clients.
  • Prepare tax returns for corporations, partnerships, non-profit organizations and individuals.
  • Work with various accounting departments, with duties such as account reconciliations, customer service, and administrative/clerical positions.
  • SAP, ONESOURCE, YESWIN, and BSAEfiling
  • Show more

Tax associate example responsibilities.

  • Provide tax planning and preparation services for corporate, individual and high net-worth clients of this midsize CPA firm.
  • Implement process to identify and prepare the balances for W2 purposes at year end.
  • Prepare customer taxes from w-2's and other tax information, answer phones, print checks, filing
  • Resolve a major system problems with split process level errors so employee W2's and companies returns are correct.
  • Respond to inquiries from the IRS and other tax authorities regarding reconciliation of filings, liabilities, and other associate matters.
  • Advise clients on questions they have pertaining to their tax liabilities and ensure that they are compliant to the IRS regulations.
  • Show more

Tax accountant vs tax associate skills

Common tax accountant skills
  • CPA, 9%
  • Tax Audits, 4%
  • Income Tax Returns, 4%
  • Tax Research, 4%
  • Reconciliations, 4%
  • Financial Statements, 4%
Common tax associate skills
  • Strong Customer Service, 26%
  • CPA, 13%
  • Tax Planning, 6%
  • Taxation, 5%
  • Tax Research, 4%
  • Local Tax Returns, 4%

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