Tax Associate

About the Role

Doc Wealth is building the largest physician-focused tax company in the country. Tax Associates are the engine of our pods and the source of future Tax Seniors and Tax Managers. This role is demanding and requires exceptional execution.

Key Responsibilities

• Prep business and personal returns for review.
• Manage high-income physician households with complicated situations and real volume.
• Maintain an exacting standard for clean prep.
• Execute with relentless pace during tax season, paying attention to every detail, deadline, and client.
• Own the returns in your pod, ensuring they are prepped accurately and on time.
• Manage your queue, deadlines, and clients.
• Learn and execute planning reps that build toward Senior and Manager roles, including:
• S-corp optimization
• Depreciation and real estate strategy
• Multi-state nexus
• Practice ownership
• Focus on personal growth toward running a pod of your own.

Who This is For

• High executors who are relentlessly on top of their work.
• Detail-oriented, accurate, and fast under volume.
• Organized enough to never drop a deadline or a client.
• Energized by a large book of complicated clients.
• Hungry to learn planning and move up, willing to earn it through reps and execution.

Requirements & Tech Stack

• CPA or EA, or in active progress with a firm timeline to finish.
• Masters in accounting or tax preferred.
• 0 to 2 years of tax preparation, ideally individual and business returns.
• Must be accurate, organized, and fast under real volume.
• Be ready to show your work.
• Hungry to learn planning and to grow into a Tax Senior and Manager.

Compensation

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