A growing 100% cloud-based tax advisory firm specializing in high-level strategic tax planning for healthcare professionals and affluent U.
S. business owners is seeking a Remote Tax Associate to join their team.
Job Type :
Must have CPA firm experience
Full time, W2
Location : REMOTE within the US
Compensation : $65,000- $85,000 DOE
The firm is seeking an experienced, self-motivated tax professional to prepare tax returns (Federal, State, & Local), and provide consulting services, tax planning, and research for individuals, partnerships, trusts, corporations, and estates.
This is an outstanding opportunity to gain experience with high-net worth clients in a remote employee-centric working environment.
Benefits :
- Base salary based on experience
- 2 times per year discretionary bonus program
- Monthly reimbursement for health-related expenses under QSEHRA plan
- Generous 401k with profit sharing and cash balance plan
- Monthly stipend for cell phone reimbursement
- Unlimited CE
- Unlimited PTO
- Flexible Schedule & Work from Home
- Equipment provide
Responsibilities :
Work with clients in the healthcare industry and other personal service industries
to determine the best tax-saving and bookkeeping strategies
Handle client communications through the use of portal messaging, telephone,
and video conferencing
Prepare individual and business returns with multiple states, mostly 1065, 1120S;
some 1120 and 1041s
- Assist with accounting and bookkeeping to maintain clean books
- Prepare tax projections
- Respond to inquiries from tax authorities
- Tax research for client issues
Qualifications :
- BA in Accounting or related field
- 3-5 years of tax preparation experience
- Recent work experience in a public accounting firm environment, working with high-earning clients and / or medical professionals.
- EA or CPA preferred
- Must have a take-charge, get-things-done attitude
- Good financial accounting background and solid understanding of financial statements
- Experience using UltraTax and QBO
- Highly organized / Detail Oriented
- Professional written / client communication skills
- Gain an understanding of operations, processes, and business objectives, and apply that knowledge to support firm activities
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