Senior Tax Associate

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

📋 Description

• Prepare federal and state tax returns for individuals and business entities, including forms 1040, 1065, 1120, and 1120S.

• Conduct research and address tax inquiries; thoughtfully escalate complex issues and clearly document conclusions.

• Execute or review bookkeeping, perform account reconciliations, and manage monthly accounting for a diverse range of clients to ensure financial records are organized in advance of tax season.

• Handle payroll processing and assist with related filing requirements as necessary.

• Act as a primary liaison for individuals and business owners regarding tax and accounting inquiries.

• Accurately organize and review workpapers in accordance with the firm's standards.

• Oversee a portfolio of clients and manage competing deadlines, stepping in wherever assistance is needed.

• Collaborate with team members, mentor junior staff when appropriate, and identify technical questions as they arise.

⛳️ Requirements

• Bachelor's degree in Accounting or a related discipline.

• 2 to 6 years of experience, ideally in public accounting.

• Strong expertise in tax preparation, with a willingness to assist with accounting and bookkeeping tasks as required.

• Comprehensive understanding of tax and accounting principles.

• Exceptional attention to detail and organizational abilities.

• Adaptable, coachable, and a true team player.

• CPA license or active progress toward obtaining one is preferred.

• Excellent communication skills and comfort in direct client interactions.

🏝️ Benefits

• Competitive salary, reflective of experience.

• 401(k) plan with employer matching contributions.

• Significant opportunities for growth within a mission-driven, people-centered firm.