Tax Associate

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

📋 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 apply for ITIN.

• Prepare 1099s, FBAR, Franchise Tax, and Sales Tax reports.

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

• Manage miscellaneous state tax forms and applications, including Franchise Tax questionnaires, nexus, reinstatements, terminations, and TX formation and expansion filings.

• Calculate quarterly estimated tax payments.

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

• Liaise with clients to address IRS inquiries.

• Prepare and review responses to tax audits and notices.

• Collaborate with the Accounting department and other business units.

• Develop proper tax support documentation.

• Work together with Tax department staff.

• Adhere to professional tax standards and ethics.

• Perform clerical duties such as drafting letters and memos to fulfill agencies’ information requirements.

• Support special projects and process improvement initiatives.

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

• Carry out other assigned tasks as necessary.

• Maintain a client-centric approach to build strong relationships, promote loyalty, and ensure long-term success.

⛳️ Requirements

• Bachelor’s degree in Accounting.

• Familiarity with individual and business tax returns (Forms 1040, 1120, 1120‑S, 1065, etc.).

• Understanding of tax research and fundamental tax law concepts.

• Experience with tax software (UltraTax is advantageous).

• Proficient in Excel.

• 1–2 years of preferred tax preparation experience.

• Experience in an accounting firm is a plus.

• Excellent attention to detail and accuracy.

• Ability to manage deadlines in a fast-paced environment.

• Strong written and verbal communication skills.

• Willingness to learn and accept constructive feedback.

• Capability to work both independently and collaboratively.

• Strong organizational and time-management abilities.

• Comfortable engaging with clients and asking clarifying questions.

• Willingness to work extended hours during tax season.

🏝️ Benefits

• Remote work arrangement.

• Opportunity to expand taxation knowledge and experience.