Tax Associate

About the Role

Company is seeking a detail-oriented and analytical Tax Associate to join its growing tax team. This role supports the preparation and review of individual and business tax returns, tax planning engagements, tax research, and quality assurance initiatives while helping deliver high-quality tax services to clients. This is an excellent opportunity for an early-career tax professional to strengthen their technical expertise, gain exposure to a diverse client portfolio, and develop a long-term career in tax preparation, compliance, and consulting. The position offers a remote work environment, competitive compensation, an annual bonus opportunity, and professional growth potential.

Key Responsibilities

• Prepare and review pro forma and finalized tax returns under the guidance of experienced tax professionals.
• Support tax engagements involving individuals, trusts, private foundations, estates, partnerships, S corporations, and C corporations.
• Assist with amended tax returns and tax notices.
• Contribute to tax projections and planning engagements by analyzing financial information and identifying potential tax-saving opportunities.
• Collaborate with clients and financial advisors to gather tax documents and supporting information.
• Support quality assurance procedures to ensure tax returns are accurate and compliant.
• Research tax issues related to specific client situations.
• Assist in interpreting and applying federal and state tax laws and regulations.
• Analyze financial statements, asset transactions, and tax documentation.
• Monitor tax legislation and regulatory updates to maintain current technical knowledge.
• Collect, organize, and process tax documents from clients and financial advisor teams.
• Support document intake, workflow coordination, and tax preparation processes.
• Assist in evaluating client tax complexity and identifying additional documentation requirements.
• Provide day-to-day operational support to the Tax Operations team.
• Maintain current knowledge of tax compliance requirements, regulations, and industry best practices.
• Develop proficiency in tax preparation software, internal systems, and procedures.
• Build expertise in at least one area of taxation each year through continuing education and independent learning.
• Actively pursue CPA or Enrolled Agent (EA) certification.
• Monitor tax industry developments to improve technical knowledge and service delivery.
• Participate in organizational and process improvement initiatives.
• Build effective working relationships with tax colleagues, financial advisors, and other internal stakeholders.
• Collaborate with team members to improve productivity, efficiency, and service quality.
• Share knowledge and support colleagues as appropriate.
• Contribute to a positive, inclusive, and collaborative team environment.

Requirements & Tech Stack

• Tax preparation software
• Internal systems
• Established procedures

Qualifications

• Bachelor's degree in Finance, Business, or a related field; a bachelor's degree in Accounting is preferred.
• A degree with a concentration in tax accounting or taxation is relevant to the role.
• Detail-oriented and analytical.
• Ability to work collaboratively with tax professionals, financial advisors, and internal stakeholders.
• Experience with tax preparation, compliance, and consulting is a plus.