Tax Associate

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

📋 Description

• Analyze and interpret tax legislation, regulations, and policies.

• Prepare and conduct due diligence on federal and state income and franchise tax returns for corporations, partnerships, and limited liability companies.

• Prepare individual tax returns, primarily Forms 1040 and 1040NR.

• Calculate tax basis depreciation and amortization for tax filings, reporting, and projections.

• Prepare foreign tax returns including Forms 5471, 5472, 8804, and 8805.

• Complete W-7 applications to obtain ITINs.

• Prepare 1099s, FBAR, franchise tax, and sales tax reports.

• Prepare various federal tax forms and applications, including EFTPS, EIN/SS-4, POA/2848, Elections/8832 and 2553, installment agreement requests, Form 843, and change of address/8822.

• Prepare various state tax forms and applications, including franchise tax questionnaires, nexus, reinstatements, terminations, and TX formation and expansion.

• Calculate quarterly estimated taxes.

• Assist with estimated and balance-due payments utilizing available payment methods.

• Communicate with clients to address IRS inquiries.

• Prepare and review responses to tax audits and notices.

• Coordinate with the Accounting department and other business units.

• Develop appropriate tax support documentation.

• Collaborate with tax department personnel.

• Adhere to professional standards and ethical guidelines in tax practice.

• Perform clerical tasks such as typing letters and memos to fulfill agencies’ information requirements.

• Engage in special projects and initiatives for process improvement.

• Follow Jambrina’s quality policy along with established standards and guidelines.

• Execute other tasks as requested.

• Maintain a client-centric focus to cultivate strong relationships, enhance loyalty, and support long-term success.

⛳️ Requirements

• Bachelor’s degree in Accounting.

• Proficiency in individual and business tax returns (Forms 1040, 1120, 1120-S, 1065, etc.).

• Familiarity with tax research and fundamental tax law concepts.

• Experience with tax software (UltraTax is an advantage).

• Strong skills in Excel.

• 1–2 years of tax preparation experience is preferred.

• Experience in an accounting firm is a plus.

• Exceptional attention to detail and accuracy.

• Ability to meet deadlines in a dynamic environment.

• Clear written and verbal communication abilities.

• Willingness to learn and accept constructive feedback.

• Capability to work independently and as part of a team.

• Strong organizational and time-management skills.

• Comfortable engaging with clients and posing clarifying questions.

• Willing to work extended hours during tax season.

🏝️ Benefits

• Opportunity to enhance taxation knowledge and experience.

• Willingness to work extended hours during tax season.