Tax Associate

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Tax Associate based in the United States.

Join a collaborative tax and financial services team where you can develop your technical expertise while helping clients navigate complex tax matters.
In this role, you will support tax return preparation and review, tax planning initiatives, research, and operational processes across a diverse client portfolio.
You will work with experienced tax professionals and financial advisors to deliver accurate, compliant, and high-quality tax services.
This opportunity is ideal for an early-career tax professional looking to strengthen their knowledge of federal and state tax regulations and gain practical experience across multiple client types.
You will contribute to continuous improvement initiatives, quality assurance, and the effective use of AI-powered tools and digital technologies.
With a fully remote work environment, ongoing professional development, and opportunities to pursue CPA or EA certification, this role offers a strong foundation for long-term career growth in taxation.

Accountabilities
- Tax Preparation and Planning: Prepare and review proforma and finalized tax returns for individuals, trusts, private foundations, estates, partnerships, S corporations, and C corporations under the guidance of experienced tax professionals. Assist with amended returns, tax notices, tax projections, and planning engagements.

- Tax Analysis and Advisory Support: Analyze financial data and tax documents to identify tax-saving opportunities and improve tax efficiency. Collaborate with financial advisors and clients to gather relevant information and support tax planning initiatives.

- Tax Research and Compliance: Research tax issues related to specific client situations, interpret applicable tax laws and regulations, and stay informed about changes in federal and state tax legislation. Help ensure all work meets relevant compliance standards and internal quality requirements.

- Tax Operations: Collect, organize, and process tax-related documents. Support document intake workflows, assess the complexity of client tax situations, and provide operational assistance to ensure efficient tax service delivery.

- Professional Development: Maintain current knowledge of tax compliance requirements, industry developments, tax software, and internal procedures. Deepen expertise in at least one area of taxation each year through continuing education and independent learning, while actively pursuing CPA or EA certification.

- Team Collaboration: Build effective working relationships with tax colleagues and financial services stakeholders. Participate in process improvement initiatives, share knowledge, support peers, and contribute to a positive, inclusive, and productive team environment.

- Digital Tools and AI: Use approved AI-powered tools and digital technologies to improve accuracy, efficiency, and service quality. Validate generated outputs for accuracy, confidentiality, and alignment with business requirements, escalating errors or knowledge gaps when necessary.

Requirements

- Education: Bachelor's degree in Finance or Business required, with a bachelor's degree in Accounting preferred.

- Professional Experience: At least one year of experience in tax accounting, or a degree with a concentration in tax accounting or taxation.

- Tax Knowledge: Foundational understanding of federal and state tax laws, regulations, and compliance requirements, with a strong interest in developing technical tax expertise.

- Analytical Skills: Ability to interpret financial statements, asset transactions, tax documents, and other financial information accurately and efficiently.

- Technical Proficiency: Strong Microsoft Excel skills, including formulas and data analysis tools. Experience with professional tax preparation software is expected, preferably CCH Axcess or a comparable platform.

- Digital Fluency: Confidence using AI-powered tools and digital technologies, with the ability to assess the accuracy and appropriateness of their outputs.

- Communication Skills: Excellent written and verbal communication skills, with a professional, clear, and respectful approach to working with clients, colleagues, and stakeholders.

- Attention to Detail: Strong organizational skills, diligence, and a commitment to accuracy, quality, and compliance.

- Collaboration and Mindset: A team-oriented approach, a positive and solution-focused attitude, initiative, and a strong commitment to achieving results and delivering excellent work.

- Career Ambition: Motivation to grow into a well-rounded tax professional, expand subject-matter expertise, and pursue relevant professional credentials, including CPA or EA certification.

Benefits

- Competitive Compensation: Expected starting base salary of $70,000–$80,000 per year, excluding bonuses and benefits. The broader salary grade for this level is $77,261–$97,600, with compensation determined by relevant experience, qualifications, skills, and other applicable factors.

- Remote Flexibility: Fully remote work arrangement within the United States.

- Health Coverage: Medical, dental, and vision insurance for eligible full-time employees and their families.

- Health and Wellness: Health Savings Account (HSA) with employer contributions, Flexible Spending Accounts (FSA), wellness programs, and additional wellness resources.

- Financial Security: Employer-paid and voluntary life and accidental death and dismemberment (AD&D) insurance, employer-paid short- and long-term disability coverage, and workers' compensation.

- Retirement Benefits: 401(k) retirement plan with employer matching and profit-sharing opportunities.

- Paid Time Off: 18 days of annually accrued paid time off, increasing to 25 days after four years of service.

- Paid Holidays: 12 paid holidays each year, including 10 scheduled holidays and two floating holidays.

- Family Support: Paid parental leave and paid caregiver leave, with caregiver leave available after six months of employment.

- Professional Development: Access to training, continuing education, and career development opportunities.

- Credential and Tuition Support: Reimbursement for tuition, professional licensing, and other credentials, subject to applicable service requirements.

- Additional Perks: Voluntary benefits, including pet insurance, and resources designed to support work-life balance.