Tax Associate

Overview

This role is part of a physician-focused tax team and is demanding, high-volume work. Tax Associates are responsible for preparing returns within their pod, which supports Tax Seniors and Tax Managers. Growth into Senior and Manager roles is earned through reps and execution.

Responsibilities

• Prepare business and personal tax returns within your pod for review
• Manage a queue of clients while meeting deadlines
• Ensure return preparation is accurate and clean, since review depends on the quality of the work submitted
• Handle a high volume of complex, high-income physician household filings during season
• Stay on top of client details and deadlines on a daily basis
• Execute tax planning work that builds toward future Senior/Manager responsibilities, including:
  • S-corp optimization
  • Depreciation and real estate strategy
  • Multi-state nexus
  • Practice ownership
• Build skills and experience with a growth path toward running a pod of your own

Requirements

• CPA or EA, or in active progress with a firm timeline to finish
• 0 to 2 years of tax preparation experience; ideally individual and business returns
• Accurate, organized, and fast under real volume
• Ability to be ready to show your work
• Motivation to learn tax planning and grow into a Tax Senior and Tax Manager

Preferred Qualifications

• Master’s in accounting or tax

Compensation & Benefits

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

Location

• Permanently remote role in the United States