Tax Associate | US/Canada Only (Remote)

Overview

This is a full-time remote Tax Specialist role supporting a portfolio of individual and business clients. Work covers the full tax workflow—from client intake and source-document tracking through return preparation, internal review, client delivery, and filing administration—along with quarterly advisory preparation, accounting support, and routine client communication.

The role is long-term and requires full-time commitment. You must prioritize this role as your primary employment, and you will be unable to work full-time elsewhere.

Responsibilities

• Prepare accurate, complete, and review-ready federal and state income tax returns for individuals, partnerships, S & C corps, and exempt organizations.
• Manage the full return-preparation workflow, including:
  • Client intake and organizer progression
  • Source-document review and tracking
  • Data entry in Drake Tax
  • Supporting workpapers
  • Fixed-asset & depreciation schedules
  • Return review videos
  • Reviewer-note resolution
  • Client delivery and signature requests
  • E-file readiness, filing, acceptance tracking, and workflow closeout
• Maintain complete, accurate, and organized tax files by reconciling return inputs to accounting records, financial statements, prior-year information, and supporting documentation.
  • Identify missing information, material discrepancies, technical flags, and non-routine matters.
  • Document findings clearly and escalate items requiring management review or professional judgment.
• Support Initial Tax Strategy Consultations by extracting and organizing relevant information from tax returns, financial statements, client records, and notes.
  • Prepare tax maps, implementation guides, client to-do lists, walkthrough materials, and sales packages using approved templates and management direction.
• Assist with quarterly advisory and accounting support, including:
  • Updating planning profiles
  • Preparing current financial and planning information
  • Identifying unresolved accounting items
  • Documenting meeting follow-up
  • Completing assigned accounting tasks such as transaction classification and account reconciliations
  • Maintaining supporting schedules
• Serve as a professional operational point of contact for routine client matters, including organizer questions, document uploads & status, portal access, signature requests, scheduling, workflow updates, and approved follow-up items.
  • Acknowledge client portal messages, emails, and phone inquiries within the firm’s 48-business-hour response expectation and escalate as needed.
• Complete client setup and maintain accurate records in approved systems, including client contacts, organizers, electronic file structures, document uploads, signature requests, workflow statuses, work performed, outstanding requests, and client communications.
• Follow approved templates, standard operating procedures, software procedures, quality-control processes, and data-security practices.
  • Contribute to continuous improvement by identifying recurring workflow or communication issues, documenting recommendations, and adapting to updated systems and procedures.
• Perform other duties as assigned.

Qualifications

• Experience preparing individual and business tax returns, including familiarity with Form 1040, Schedule C, Schedule E, Form 1065, Form 1120-S, and Form 1120.
• Working knowledge of tax return workpapers, source-document organization, depreciation and fixed asset schedules, reconciliations, journal entries, accruals, and supporting schedules.
• Understanding of common entity structures and flow-through tax concepts, including sole proprietorships, disregarded LLCs, partnerships, S corporations, C corporations, and individual owner reporting.
• Ability to produce accurate, organized, complete work that is review-ready without requiring the reviewer to reconstruct files or chase routine missing steps.
• Strong attention to detail, organization, prioritization, and deadline-management skills.
• Ability to follow technical direction, use sound judgment within established procedures, and escalate issues appropriately.
• Experience in hospitality, restaurants, marinas, real estate, or other service-based industries is a plus.

Preferred Qualifications

• Experience with Drake Tax, Tax Planner Pro, or similar tax-planning and advisory software
• Experience with Double or similar practice-management software
• QuickBooks Online
• Microsoft Excel and Microsoft 365
• Experience with client portals, e-signature platforms, and secure document-management systems
• Receipt-capture and expense-management software
• Copilot or other AI tools literacy and security compliance
• Secondary education or degree in Accounting, Finance, Business Administration, or a related field, or equivalent tax and accounting experience.
• Prior remote-work experience

Requirements

• High degree of customer service, attention to detail, and ability to manage multiple tasks.
• Excellent written and verbal communication skills.
• Must be able to problem-solve and learn new programs to resolve workflow, technology, and client-service issues.
• Proficient with technology and comfortable using tax preparation software, accounting software, client portals, document-management systems, spreadsheets, and Microsoft 365.
• Must have, or be willing to obtain, a dedicated and secure internet connection. Public or open Wi-Fi networks may not be used for firm or client work.
• Must have a quiet, clean, and visually professional workspace appropriate for video calls, internal meetings, and client conversations.
• Strong customer service skills; able to interact with clients through video, audio, phone, and written communication professionally, friendly, timely, and reassuring.
• Ability to work in a fast-paced environment with minimal supervision while maintaining accuracy, confidentiality, and compliance with firm procedures.
• Must be located in the United States or Canada.
• Willingness to travel to semi-annual in-person team retreats (supervisors and full-time employees only). Locations for in-person team meetings will vary.

Compensation & Benefits

• Starting hourly wage: $22 per hour (eligible for an increase after successful completion of 90-day probationary period).
• After training, the role will expand to 30-35 hours per week (6-7 hours per day).
• Expected work time: primarily between 9:00 am and 5:00 pm CT; must be available during business hours on a week-to-week basis.
• Holiday pay
• Profit share for eligible employees
• 401(k) plan
• Computer and IT services are provided and managed by the employer.

Location

• Remote (must be located in the United States or Canada).
• Occasional travel required for semi-annual in-person team retreats (locations vary).