Senior Tax Associate

This is a fully remote position, open to applicants in United States.

📋 Description

• Prepare and evaluate tax returns and supporting workpapers for Individuals, Partnerships, and S-Corporations.

• Prepare and/or review tax returns for Corporations, Gifts, and Trusts as necessary.

• Conduct preliminary file assessments to identify any missing or incomplete information.

• Engage directly with clients through email, phone, Loom, or Zoom to request necessary documentation.

• Assess basic tax returns and accompanying documents for thoroughness and precision.

• Prepare intricate tax returns and related documents, including Form 3115 and reporting for 1031 exchanges.

• Collaborate with colleagues, supervisors, and clients while adhering to same-day or applicable 48-hour response timeframes.

• Comply with firm and AICPA professional ethics as well as client confidentiality policies.

• Pursue professional licensing such as CA, EA, or CPA.

• Prepare and/or review documents and response letters to address client notices.

• Assist in creating client proposals, updating workpapers, and developing training materials.

• Participate in relevant Continuing Professional Education (CPE) opportunities.

• Meet performance standards regarding timeliness, accuracy, technical development, and client Net Promoter Score (NPS).

⛳️ Requirements

• Bachelor’s degree in accounting from an accredited institution.

• At least 2 years of pertinent professional experience.

• Recommended 3 years of experience as an associate.

• Experience in preparing and reviewing Individual, Partnership, and S-Corporation tax returns.

• Capability to prepare and/or review Corporation, Gift, and Trust tax returns as required.

• Proficient in preparing Form 3115 and reporting 1031 exchanges.

• Ability to detect missing or incomplete data during initial file reviews.

• Strong time management and supervisory capabilities.

• Excellent communication and listening skills.

• Ability to work independently and adapt in a fast-paced setting.

• CPA or EA certification is preferred.

• Must be based in the United States.

• Must currently be authorized to work in the US or be eligible for future sponsorship requirements.

🏝️ Benefits

• Unlimited vacation and sick leave.

• Work-life integration.

• Continuous training opportunities.

• Health insurance coverage.

• 401(k) matching contribution.

• Autonomous work environment.

• Laptop provided for work use.

• Annual $500 technology reimbursement for computer or tech accessories.

• Access to relevant CPE opportunities.

• Bonus potential available.