Tax Associate

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

📋 Description

• Prepare and evaluate proforma and finalized tax returns under the supervision of seasoned tax professionals.

• Collaborate with individuals, trusts, private foundations, estates, partnerships, S corporations, and C corporations.

• Assist in the preparation of amended tax returns.

• Aid in reviewing and responding to tax notices.

• Contribute to tax projections.

• Support tax planning by analyzing financial data to identify opportunities for minimizing tax liabilities and enhancing tax efficiency.

• Work with financial advisors and clients to collect tax-related information.

• Assist in quality assurance to ensure precision and compliance.

• Research tax issues pertinent to client situations.

• Help in interpreting and applying tax laws and regulations.

• Stay updated on tax legislation and regulatory guidance.

• Gather and organize tax-related documents.

• Assist with document intake and processing workflows.

• Evaluate client tax complexity and support Tax Operations.

• Maintain up-to-date knowledge of tax compliance and best practices.

• Develop expertise in tax software, tools, and internal procedures.

• Enhance proficiency in at least one area of taxation each year through continuing education and independent learning.

• Monitor trends and developments in the tax industry.

• Engage in organizational improvement initiatives.

• Build relationships with colleagues and stakeholders.

• Share knowledge and provide support to peers.

• Contribute to a positive, inclusive, and engaging team culture.

• Utilize approved AI and digital tools to streamline work, enhance service quality, and improve efficiency while validating outputs for accuracy, privacy, and business alignment.

• Identify and escalate incorrect information, knowledge gaps, or issues related to digital tools.

⛳️ Requirements

• Bachelor's degree in Finance or Business; a BS in Accounting is preferred.

• At least 1 year of experience in tax accounting, or a degree focused on tax accounting or taxation.

• Basic understanding of federal and state tax laws, regulations, and compliance requirements.

• Strong financial and analytical abilities, including the capacity to accurately interpret financial statements, asset transactions, and tax documents.

• Excellent verbal and written communication skills.

• Proficiency in Microsoft Excel, including formulas and data analysis tools.

• Experience with professional tax software, ideally CCH Axcess or similar platforms.

• A strong desire to grow into an exceptional tax professional.

• Collaborative with a strong emphasis on teamwork.

• Positive, solution-focused mindset.

• Detail-oriented and diligent.

• Driven to achieve results and excellence.

• Proficient in using AI and digital tools.

• Ability to stand or sit for extended periods, file documents in high or low cabinets, use the telephone, and operate computer systems.

• Actively pursuing CPA or EA certification.

🏝️ Benefits

• Training and professional development opportunities.

• Medical, dental, and vision coverage for full-time employees and their families.

• Health Savings Account (HSA) with employer contributions.

• Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses.

• Life and AD&D insurance – with both employer-paid and voluntary options.

• Short-term and long-term disability, and workers' compensation – employer-paid.

• 401k with matching and profit-sharing contributions.

• Wellness programs and resources available.

• Voluntary benefits, including pet insurance.

• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service).

• 12 paid holidays each year (10 predetermined and 2 floating days).

• Paid parental leave and paid caregiver leave.

• Reimbursement for tuition, licensing, and other credentials after meeting service requirements.

• Option for remote work.

• Opportunities for career growth.