Senior Tax Associate

Overview

The organization is seeking a Senior Tax Associate to support a fully virtual CPA firm with a team located across the United States. This role focuses on individual, partnership, and S-Corporation tax compliance and related workpapers, along with client communication to request missing or incomplete information.

Responsibilities

• Review basic tax returns and supporting documents to ensure completeness and accuracy
• Prepare and/or review complex tax returns and supporting documents, including preparing Form 3115 and reporting 1031 exchanges, ensuring completeness and accuracy
• Prepare and/or review other income tax returns as needed (including Corporation, Gift, and Trust returns)
• Conduct initial file reviews to identify missing or incomplete data
• Communicate directly with clients to request documents and information (email, phone, Loom, or Zoom)
• Consult with peers, supervisors, and clients; be responsive to communications (same-day response time, or adherence to external 48-hour times as applicable)
• Adhere to professional ethics, including client confidentiality policies
• Seek licensing such as EA or CPA
• Prepare and/or review documents and response letters to resolve client notices
• Support year-round projects, including client proposals, rolling forward workpapers, and development of training materials
• Attend relevant CPE to develop and enhance technical and process-related skills

Requirements

• Bachelor’s degree in accounting from an accredited college or university
• Minimum of 2 years of relevant professional experience (3 years experience as an associate recommended)
• Fully remote position

Preferred Qualifications

• CPA or EA certification

Compensation & Benefits

• Compensation Range: $78K - $105K
• Health insurance
• 401(k) matching
• Unlimited vacation and sick days
• Annual $500 tech reimbursement for computer/tech accessories

Location

• Fully remote position
• Team located across the United States

Remote Work Expectations

• Clean background with no noise or distractions
• Business casual attire for client interactions
• Always use video (80% of communication is non-verbal)