Tax Associate

Overview

This role supports tax administration and client service for a Registered Investment Advisory firm. The Tax Associate works closely with Tax Managers, clients, and financial advisors to deliver high-touch service, including managing tax documents, verifying imported tax data, supporting tax workflow timelines, and assisting with client invoicing.

This position is remote and can be based in any state where the organization is currently operating.

Responsibilities

• Support team members in meeting timelines and adhering to established workflows by accurately maintaining client data files and monitoring work status.
• Maintain accurate tax organization and administration processes, including document collection, sorting, and preparation for software ingestion.
• Understand and work with tax software, including SurePrep, Lacerte, and Canopy.
• Send organizers, gather and sort client documents, ingest into SurePrep software, and verify that data imported into Lacerte is accurate.
• Coordinate stages of tax engagements with clients, including printing returns, gathering client signatures, and administering the e-file process.
• Field inquiries and document requests from clients and financial advisors.
• Create client invoices using Canopy software.
• Serve as a liaison between in-house tax professionals and other stakeholders.
• Assist the Tax Director and/or Tax Managers with ad hoc requests and other projects as needed.
• Support cross-functional teams with other duties when requested.

Requirements

• Familiarity with key tax software, particularly SurePrep and Lacerte.
• Minimum two years of experience within a professional tax practice (e.g., a CPA firm) or within a tax department within an RIA firm.
• College degree preferred.
• Strong organizational, analytical, communication, and interpersonal skills.
• Ability to work effectively in a fast-paced, deadline-oriented environment.
• Ability to manage multiple demands and competing priorities.
• Comfort with technology, especially data entry and systems maintenance.

Preferred Qualifications

• CRM experience (Salesforce preferred).

Compensation & Benefits

• $65,000 - $75,000 per year (salary based upon experience)
• Opportunity for a discretionary, semi-annual incentive award
• Health care, dental, vision, and 401K matching
• Opportunity for support of professional development and continuing education requirements and other professional development

Location

Remote. This position can be based in any state the organization is currently operating in.