Senior Tax Associate

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

📋 Description

• Review fundamental tax returns and associated documentation for completeness and accuracy.

• Prepare intricate tax returns and supporting materials, including Form 3115 and reporting of 1031 exchanges.

• Prepare and/or assess Individual, Partnership, S-Corporation, Corporation, Gift, and Trust income tax returns.

• Conduct initial file assessments to pinpoint any missing or incomplete information.

• Directly communicate with clients to obtain any missing documentation.

• Collaborate with peers, supervisors, and clients while adhering to required response timelines.

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

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

• Assist with client proposals, rolling forward workpapers, and the creation of training materials.

• Participate in relevant Continuing Professional Education (CPE) to enhance technical and process-related skills.

• Achieve timeliness and accuracy targets for deliverables and workpapers.

• Enhance technical expertise and undertake projects of increased complexity.

• Support client satisfaction as indicated by NPS ratings.

⛳️ Requirements

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

• A minimum of 2 years of relevant professional experience.

• Recommended 3 years of experience as an associate.

• CPA or EA certification is preferred.

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

• Capable of preparing complex tax returns and supporting documents, including Form 3115 and 1031 exchanges.

• Exceptional time management and supervisory abilities.

• Strong communication and listening skills.

• Ability to work independently and adapt in a dynamic environment.

• Client communication conducted via email, phone, Loom, or Zoom.

• Commitment to professional ethics, AICPA standards, and maintaining client confidentiality.

• Pursue licensing such as EA or CPA.

• Clean background with no disturbances for remote work.

• Business casual attire for client interactions.

• Utilize video for all communication.

• This role must be performed from within the United States.

• Must be authorized to work in the US; future sponsorship may be necessary.

🏝️ Benefits

• Unlimited vacation and sick days.

• Autonomous work environment.

• Ongoing training opportunities.

• Health insurance coverage.

• 401(k) matching program.

• Fully remote work arrangement.

• Laptop provided for work purposes.

• Annual $500 tech reimbursement for computer and tech accessories.

• Relevant CPE opportunities available.

• Bonus opportunities offered.