Overview
This role involves assisting in the preparation and filing of various tax returns and related documents. The position supports tax compliance activities including estimated tax payments, payroll tax filings, and maintaining tax records and databases.
Responsibilities
- Assist in preparing tax returns, extensions, and quarterly estimated tax payments
- Create and request checks and mail federal and state estimated tax vouchers
- Prepare household employer payroll tax filings
- Process electronic filing of tax returns
- Maintain tax refunds ledger
- Review and compare gain/loss information
- Maintain tax database to track client deadlines and filings
- Maintain tax reporting system data
- Print, collate, and mail tax returns to clients
- Scan and organize electronic tax documents
- Print and mail notices to IRS and state agencies
Requirements
- CPA certification or working toward becoming a CPA
- Bachelor’s or Master’s degree in Accounting
- Prior internship experience preferred but not required
Preferred Qualifications
- Experience with Prosystem FX Engagement, CCH Axcess, Microsoft Office products, QuickBooks, and Xero preferred but not required
Compensation & Benefits
- Flexible work arrangements (Remote, Work From Home, Hybrid on select roles)
- Competitive base salaries
- Paid time off, sick time, and holidays
- Medical, dental, and vision insurance
- Flexible spending options including HRA, FSA, and/or HSA
- Access to employee wellness programs
- Summer flexible schedule
- Employer contribution to 401(k) plan
- Support and incentives for CPA licensure and other applicable certifications
- Volunteer opportunities with charity partner organizations
Location
- United States (must verify eligibility to work in the U.S.)
This employer is an equal opportunity organization and considers all applicants without regard to age, race, color, sex, gender, pregnancy, gender identity or expression, religion, creed, national origin, marital status, ancestry, citizenship, military or veteran status, employment status, sexual orientation, physical or mental disability, genetic predisposition or carrier status, domestic victim status, caregiver status, or any other characteristic protected by law. Reasonable accommodations are provided for qualified individuals with disabilities in accordance with the Americans with Disabilities Act and applicable state laws.