Associate Tax Research Specialist

Overview

This role supports corporate and Pass-through tax software solutions by applying practical experience in business entity income tax compliance and/or programming. Work is remote within the United States, Monday to Friday from 8:00 am to 5:00 pm.

Responsibilities

• Research changes to tax forms
• Interpret tax code and regulation updates that drive form and calculation changes
• Provide guidance to programmers on calculation updates based on research findings (for candidates with programming experience or for non-programmers with a desire to learn programming; proprietary software language is used and training will be provided)
• Test tax return calculations for accuracy, consistency, and usability
• Design and execute test cases to confirm correct implementation of tax law changes
• Contribute to release notes, technical explanations, and customer-facing guidance as needed
• Develop working knowledge of assigned jurisdictions or tax topics and apply that knowledge to assist the team
• Develop and update documentation to support tax return calculations and related collateral
• Provide product support through direct and indirect communication channels

Requirements

• Undergraduate degree in Accounting, Computer Science, or related field
• CPA or master’s degree is a plus
• 2 to 3 years of industry or public accounting experience specializing in corporate or Pass-through income tax compliance, or programming experience
• Ability to work an extended schedule as required to meet objectives
• Strong written and verbal communication skills
• Willingness to learn new skills quickly

Preferred Qualifications

• Experience leveraging AI-driven tools (e.g., generative AI, tax research platforms with AI capabilities, data analytics tools) to enhance tax research, technical analysis, and workflow efficiency
• Experience with reading and interpreting COBOL and/or C#
• Experience with Visual Studio and Azure DevOps
• Exposure to and interest in tax software applications and Microsoft products
• Equivalent experience at a tax software company

Compensation & Benefits

• Compensation range estimate: $58,000-$73,000 (decisions depend on factors including job location and the knowledge and experience of each individual)
• Annual success-sharing bonuses or commission plans based on individual performance
• Comprehensive benefits package (details include annual leave, tuition reimbursement, referral bonuses, and more)
• Support for colleagues with disabilities and resources to thrive in the role

Location

• United States
• Remote
• Monday to Friday 8:00 am to 5:00 pm