Tax Associate

Overview

This role supports physician-focused tax preparation within a pod model. Tax Associates are responsible for preparing returns that Tax Seniors and Tax Managers review, and advancement is earned through high-level execution and completed reps.

This is a demanding role with high volume, complex cases, and tight deadlines.

Responsibilities

• Prepare business and personal tax returns within your pod for review
• Manage your queue, deadlines, and client assignments
• Ensure returns are prepped accurately and on time (review depends on clean prep)
• Maintain consistent attention to detail during high-volume periods
• Participate in tax planning development through hands-on work alongside Tax Seniors and Tax Managers, including:
  • S-corp optimization
  • Depreciation and real estate strategy
  • Multi-state nexus
  • Practice ownership
• Build skills and performance toward future growth into Tax Senior and Tax Manager responsibilities

Requirements

• CPA or EA, or in active progress with a firm timeline to finish
• Master’s in accounting or tax preferred
• 0 to 2 years of tax preparation experience, ideally individual and business returns
• Demonstrated accuracy, organization, and speed under real volume
• Ability to show work and maintain quality during demanding periods
• Strong interest in learning tax planning and growing toward Tax Senior and Tax Manager

Compensation & Benefits

• $50,000–$65,000 per year
• Permanently remote role in the United States

Location

• United States (permanently remote)