Tax Associate Job Description

We are a 100% virtual CPA firm with our team located all over the United States. We are a real estate niche focused firm serving Real Estate Investors, Syndicates and Fund Managers. Our team has a passion for real estate and own investment properties themselves and are involved in real estate businesses.

We are on a mission to change the accounting industry by creating the premier people-first firm where strong and talented team members will thrive. We are innovators of tax services and firm culture with work-life integration. We accomplish this by using the best technology and automation on the market, providing unlimited vacation and sick days, creating an autonomous work environment, holding engaging and ongoing training, and offering health insurance and 401(k) matching.

As a Tax Associate at our firm, you will review and prepare Corporate, Partnership, Trust, and Individual tax returns as well as the corresponding workpapers that support those tax returns. You will also prepare tax estimates for clients and year-end proformas as directed by senior staff.

Team members who thrive at our firm have great time management skills, are self-starters and adaptable, and work well in an autonomous environment.

Salary Range: $55,000 - $70,000

Areas of Responsibility

  • Prepare tax returns, estimates, and proformas on a timely and accurate basis
  • Prepare workpapers that support the tax return
  • Communicate with clients on open items
  • Develop tax technical skills to add more value to the firm and its clients

Activity Summary

Prepare deliverables timely and accurately, develop technical skills

  • Prepare tax returns as assigned along with related workpapers
  • Clear software diagnostics prior to sending a deliverable for review
  • Request and implement feedback from more senior staff
  • Identify ways that you can work more efficiently while maintaining quality levels
  • Attend all lunch-and-learns and complete training as designated by your manager
  • Increase technical knowledge by performing research and providing citations for your opinions or tax positions

Maintain Client satisfaction:

  • Request open items from clients and be responsive to their communications/emails (24-48 hour turnaround time); ensure all client promises are timely met
  • Shadow senior staff on tax return debrief calls to learn how they educate clients on tax returns and tax positions
  • Review client loyalty surveys; work with senior staff to brainstorm areas of improvement.
  • Identify other services that will benefit the client; make recommendations known to senior staff
  • Work with clients to resolve complaints or quality issues.

Identify opportunities to improve the company

  • Identify opportunities to improve information handoffs and collaboration
  • Identify barriers and waste in our processes and work to remove them
  • Identify training needs and request such trainings from senior staff

Measures for Success

  • Timeliness and accuracy of deliverables and workpapers
  • Happiness rating of clients
  • Development of your technical skills

Expectations for remote work

  • Clean background
  • No noise in the background
  • Business casual attire for client interactions
  • Always use video (80% of communication is non-verbal)
  • Laptop and $250 tech reimbursement for computer/tech accessories provided

You’re a Good Fit For Our Culture If:

  • You’re friendly, have a sense of humor, enjoy helping and teaching others, and speak kindly of others
  • You’re humbly confident and assume good intentions of others
  • You’re disciplined and thrive in a fast-paced environment that is in relentless pursuit of changing the accounting industry
  • You take ownership of your work and your clients and drive projects to the finish line
  • You love working with and speaking to clients, delivering results and improving their lives

Required Education and Experience:

  • Bachelor’s or Master’s in accounting from an accredited college or university
  • 1.5+ years of preparing and reviewing 1040s, 1065s, and 1120-S tax returns
  • Experience preparing Schedule E, Form 8825, Schedule L and M
  • Experience calculating improvement basis for real estate acquisitions
  • Experience preparing multiple state tax returns
  • CPA or EA certification preferred