Tax Associate

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

📋 Description

• Prepare precise and timely tax filings for individuals, partnerships, corporations, and nonprofit organizations.

• Provide outstanding service to clients to enhance satisfaction and retention.

• Utilize technical expertise to address intricate tax and accounting issues, ensuring compliance and achieving optimal tax results.

• Manage daily transactions in general ledger accounts and create journal entries.

• Reconcile commission revenue and assist in month-end closing processes.

• Aid in the creation of internal financial statements for various business entities.

• Handle vendor payments and ensure correct entries for accounts payable.

• Record receipts and maintain accuracy in accounts receivable.

• Monitor cash balances across multiple entities and escalate issues as necessary.

• Assist in coordinating various finance-related tasks and special projects.

• Support cross-departmental activities as assigned to enhance process efficiencies.

• Perform additional duties as assigned.

⛳️ Requirements

• Bachelor’s degree in Accounting, Finance, or Business Administration is mandatory.

• Active Certified Public Accountant (CPA) or IRS Enrolled Agent (EA) designation is required.

• At least 3 years of experience in preparing individual and business tax returns; prior experience with accounts payable, accounts receivable, or commission accounting is advantageous.

• Comprehensive knowledge of accounting principles and federal tax regulations, including the preparation of Forms 1040, 1065, 1120, and 990.

• Proficiency in Microsoft Office Suite, particularly with a strong focus on Excel.

• Experience with accounting and tax software, such as LaCerte, TaxDome, and QuickBooks.

• Excellent written and verbal communication skills, with the capability to collaborate effectively across departments and with clients.

• Strong analytical, organizational, and problem-solving abilities with exceptional attention to detail.

• Proven ability to manage multiple responsibilities, work independently, and consistently meet deadlines in a fast-paced environment.

🏝️ Benefits

• Competitive Compensation

• Health Insurance Plans (PPO, HSA, Copay Options)

• Dental Insurance

• Vision Insurance

• Company Paid Disability Insurance

• Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance

• 401(k) with Safe Harbor Match

• Paid Time Off

• Paid Holidays