Tax Associate

About the Role

The Tax Associate is a full-time remote role responsible for supporting clients with their tax-related needs throughout the year.

Key Responsibilities

• Preparing individual and business tax returns.
• Ensuring accurate documentation.
• Reviewing information for completeness and compliance with applicable tax laws and regulations.
• Researching tax issues.
• Staying up to date with changes in tax codes.
• Providing clear explanations of tax outcomes to clients.
• Collaborating with internal team members on complex cases.
• Assisting with tax planning strategies.
• Maintaining organized records and workflows in company systems.
• Consistent, professional communication with clients via phone, email, and virtual meetings.

Requirements & Tech Stack

• Tax Preparation
• Tax Compliance
• Tax Law
• Tax principles
• Finance (foundational understanding)
• Strong analytical, organizational, and time-management skills.
• Attention to detail.
• Ability to handle multiple deadlines.
• Proficiency with tax preparation software.
• Proficiency with standard office productivity tools.
• Comfort working in a remote, technology-driven environment.
• Effective written and verbal communication skills.
• Client-focused approach.
• Ability to explain complex topics clearly.

Qualifications

• Associate or bachelor’s degree in Accounting, Finance, or a related field preferred.
• Relevant certifications (EA, CPA candidate) are a plus.
• Prior experience in tax preparation or public accounting is beneficial.
• Experience with both individual and small business clients is beneficial.