Overview
This role supports a remote accounting firm providing bookkeeping, tax, accounting, and consulting services to a diverse client base. The organization is seeking a Tax Associate to prepare tax returns, ensure compliance, conduct tax research, and provide tax-related guidance to clients.
Responsibilities
- Prepare and review individual, corporate, and partnership tax returns.
- Conduct thorough tax research and stay updated on changes to tax laws and regulations.
- Provide timely tax advice and planning strategies to help minimize tax liabilities.
- Communicate with clients to gather information and clarify questions related to tax matters.
- Assist with tax audits and respond to inquiries from tax authorities.
- Collaborate with the accounting team to support accurate financial reporting and compliance.
- Help develop and improve Standard Operating Procedures (SOPs) related to tax preparation.
- Maintain confidentiality and professionalism in all client and team interactions.
- Assist with bookkeeping tasks.
Requirements
- Bachelor’s degree in Accounting, Finance, or a related field.
- 2+ years of experience in tax preparation or public accounting.
- Strong knowledge of federal and state tax regulations and compliance requirements.
- Proficiency in tax software and Microsoft Office Suite.
- Excellent research and analytical skills to interpret complex tax issues.
- Strong oral and written communication skills, with the ability to interact effectively with clients.
- Attention to detail and accuracy in tax return preparation.
- Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
- Willingness to adapt to new technologies and tax systems.
- Ability to work independently and as part of a collaborative team.
- Dedicated home office space with a reliable high-speed internet connection.
- Capacity and commitment to work 35–40 hours per week.
Compensation & Benefits
- Fully Remote – Work from Home
- Flexible schedule
- Health Insurance with company contribution
- Opportunity for growth and advancement
- 40 hours of paid sick leave annually
- Paid vacation hours accrued based on hours worked
- 5 paid floating holidays annually (choose your own holidays)
- 401k Retirement Savings Plan (after 1 year) with company matching
- Medical Flexible Spending Account (FSA)
Location
Remote (work from home).