Senior Tax Associate

Overview

This fully remote role supports a 100% virtual CPA firm with a team located across the United States. The organization serves Real Estate Investors, Syndicates, and Fund Managers.

As a Senior Tax Associate, you will prepare and review Individual, Partnership, and S-Corporation tax returns, along with related workpapers. You may also prepare and/or review other income tax returns as needed.

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 (e.g., Corporation, Gift, and Trust) as needed
• Conduct initial file reviews to identify missing or incomplete data
• Communicate directly with clients to request missing documents and information (email, phone, Loom, or Zoom)
• Consult with peers, supervisors, and clients; remain responsive to communications (same-day response time, or adhering to external 48-hour times as applicable)
• Follow professional ethics, including firm and AICPA client confidentiality policies
• Seek licensing such as EA or CPA
• Prepare and/or review documents and response letters to resolve client notices
• Assist with year-round projects, including client proposals, rolling forward workpapers, and developing 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)
• Excellent time management skills and ability to work in an autonomous environment
• Strong communication and listening skills
• Clean background with no noise or distractions for remote work
• Ability to always use video for communication (80% of communication is non-verbal)
• Business casual attire for client interactions

Preferred Qualifications

• CPA or EA certification

Compensation & Benefits

• Annual $500 tech reimbursement for computer/tech accessories
• Laptop provided
• Health insurance
• 401(k) matching
• Unlimited vacation and sick days
• Ongoing training
• Work-life integration and an autonomous work environment

Location

• Fully remote
• Team members located across the United States

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