Overview
This role supports the tax team by preparing and filing accurate tax returns, maintaining compliance, and improving the efficiency of tax operations.
Responsibilities
- Prepare federal, state, and local tax returns for individuals, businesses, and other entities while ensuring accuracy and compliance.
- Collect and analyze financial data to assist in calculating tax liabilities and identifying potential tax-saving opportunities.
- Ensure timely and accurate filing of all tax returns in compliance with regulatory deadlines.
- Maintain well-organized records of all tax-related documents for reference and potential audits.
- Assist in updating tax preparation checklists and standard procedures.
- Collaborate with Senior Tax Analysts and Tax Managers to gather essential information for tax filings.
- Stay updated on changes in tax laws and regulations that may impact clients.
Requirements
- Bachelor’s degree in Accounting, Finance, or a related field.
- 1-3 years of experience in tax preparation or a similar role.
- 1-2 years of experience in bookkeeping.
- Strong understanding of US federal, state, and local tax regulations.
- Proficiency in tax software (Lacerte, Tax Dome, etc.) and Microsoft Excel/GSuite.
- Experience with QBO and Xero is a plus.
- Excellent attention to detail and organizational skills.
- Ability to work independently and as part of a team in a fast-paced environment.
- Strong communication skills for effective collaboration with internal teams.
Compensation & Benefits
- Morning Shift: 7:00 am – 4:00 pm
- Fully remote; equipment will be provided
- Flexible work environment
- Management opportunities and ongoing training
Location
Fully remote (equipment provided).