Senior Tax Associate

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

📋 Description

• Prepare and meticulously review both business and individual tax returns with precision and efficiency.

• Execute tax compliance tasks for partnerships, S corporations, C corporations, and individual clients.

• Develop tax workpapers, perform reconciliations, and create supporting schedules.

• Analyze financial statements and implement necessary tax adjustments.

• Transform accrual-basis financial statements into cash basis when required.

• Detect discrepancies and proactively address accounting and tax-related issues.

• Work collaboratively with team members to meet client deadlines and ensure deliverables are completed accurately and timely.

• Support tax planning projects and other advisory initiatives for clients.

⛳️ Requirements

• Minimum of 3 years of experience in business and individual tax compliance and preparation.

• Comprehensive knowledge of U.S. federal tax law and accounting best practices.

• Strong accounting background with the ability to read and interpret financial statements.

• Familiarity with accrual-to-cash adjustments and book-to-tax differences.

• Proficient in Microsoft Excel.

• Comfortable using accounting software such as QuickBooks Online.

• Excellent attention to detail, organizational skills, and time management abilities.

• Experience with ProConnect Tax is advantageous.

• CPA, CPA candidate, or Enrolled Agent (EA) status is preferred.

• Experience working with small businesses and their owners.

• Understanding of tax planning concepts beyond mere compliance.

• Experience in a public accounting setting.

• Ability to work independently, manage priorities, adhere to deadlines, collaborate with a team, and maintain accountability.

🏝️ Benefits

• Competitive salary determined by experience.

• Opportunities for performance-based raises and promotions.

• Comprehensive medical, dental, and vision insurance.

• 401(k) retirement plan with a 4% match.

• Paid parental leave.

• Company-funded laptop and home office setup.

• Flexible remote work environment.

• Flexible paid time off along with company holidays.

• Opportunities for professional development and career advancement.

• Chance to contribute to the growth and development of a burgeoning tax practice.