Business Management Tax Experienced Associate

Overview

Business Management Tax Experienced Associate

Hybrid position based in Los Angeles or remote (preferred time zones: PST or MST).

This role involves performing basic and intermediate accounting functions related to business management and tax. It requires knowledge of fundamental accounting and tax principles, the ability to manage work progress, and meet deadlines. The position includes day-to-day full-charge bookkeeping functions for clients under general supervision.

Responsibilities

• Complete assigned tasks and jobs efficiently
• Learn and contribute to the growth process by identifying and communicating growth opportunities
• Identify and assist in resolving engagement technical issues, anomalies, and non-routine items
• Collaborate and communicate professionally with clients and team members
• Provide timely, high-quality client service that meets or exceeds expectations
• Pursue professional development through ongoing education and obtaining relevant certifications
• Assist account managers with generating 1099s and W-2s for clients
• Develop and maintain strong working relationships with client staff to enhance customer satisfaction and strengthen client relationships
• Conduct research and complete special projects as needed

Minimum Qualifications

• Bachelor’s degree in accounting or a related field
• 1 to 2 years of experience in tax, accounting, or bookkeeping, including accounts payable, accounts receivable, payroll, general ledger, or financial reporting
• Experience with tax research databases such as BNA and RIA
• Proficiency in tax compliance software including Access, Prosystems, and other tax-related software
• Prior high-net-worth (HNW) tax experience is strongly preferred
• Creative problem-solving and research skills
• Strong written and verbal communication and interpersonal skills
• Proficient with Microsoft Office applications (Word, Excel, PowerPoint, Outlook)

Compensation

• Salary range: $75,000 to $85,000

Location

• Hybrid role based in Los Angeles or remote with preference for candidates in Pacific or Mountain Time zones