Senior Tax Associate

Overview

This is a fully remote Senior Tax Associate role with a 100% virtual CPA firm serving Real Estate Investors, Syndicates, and Fund Managers. The position involves preparing and reviewing individual, partnership, and S-Corporation tax returns and related workpapers, along with coordinating directly with clients to resolve missing or incomplete information.

Responsibilities

• Review basic tax returns and supporting documents to ensure completeness and accuracy
• Prepare 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 missing documents and information (via email, phone, Loom, or Zoom)
• Consult with peers, supervisors, and clients; respond same-day or adhere to external 48-hour times as applicable
• Adhere to professional ethics, including client confidentiality requirements (AICPA and firm policies)
• Seek licensing such as EA or CPA
• Prepare and/or review documents and response letters to resolve client notices
• Support ongoing projects throughout the year, 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)
• This is a fully remote position
• CPA or EA certification preferred

Preferred Qualifications

• CPA or EA certification preferred

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; 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)
• Receive and use provided equipment (laptop)

Measures for Success

• Timeliness of deliverables and workpapers, reflected by production metrics
• Accuracy of deliverables and workpapers, reflected by instant tax feedback quality ratings
• Development of technical skills, reflected by instant tax feedback quality ratings and ability to tackle projects of greater complexity
• Client NPS ratings