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Tax Assistant remote jobs

- 252 jobs
  • Remote Tax Staff (KB906516)

    Res Consultant Group 4.0company rating

    Remote job

    Review accounting records, prepare adjusting entries, and assemble complete workpaper files Prepare federal and state tax returns (1065, 1040, 1041) Prepare tax projections and estimate calculations Fixed asset accounting, personal property tax, and business license reports Perform tax research as needed to address issues encountered in the preparation process Maintain active communications with co-workers Follow prescribed procedures, rules, and laws while being mindful of ways to streamline and enhance processes and workflow Requirements Minimum 3 years in public accounting. 3+ years of current tax experience (with a family office or similar setup preferred). Complete a satisfactory background check Proficient with Microsoft Office, particularly Excel Proficient with UltraTax CPA not required; nice to have Benefits This is a private company that offers minimal overtime A relaxed but professional, results-focused work environment Fully remote role Health, Dental and Vision Insurance 401(k) with firm contribution PTO Health Spending Account (FSA) Bonus opportunity If you feel you have the necessary qualifications to perform this job, please forward a current copy of your resume and state your salary requirements. I'm interested
    $41k-80k yearly est. Auto-Apply 60d+ ago
  • Head of Tax (Remote!)

    Tax Staffing Solutions

    Remote job

    Below are the job details--send resume to: Matt Ruben e-mail: taxstaffing@gmail.com office: 914-9444-3111 Oversee the Company's global tax operations working directly with senior finance and business operations personnel to address tax, cash management, bank relations and financing, foreign exchange and credit and collections risk management related to on-going business operations. Specific responsibilities include: Overseeing worldwide tax and treasury functions. Responsible for all aspects of the global tax matters including tax planning and structuring, accounting and compliance and establishing SOX 404 control environment for income taxes. Responsible for planning, budgeting and maintenance of global effective tax rate and worldwide cash taxes. Collaborate with business development executives on all mergers and acquisitions and licensing activities. Responsible for cross-border financing arrangements, cash deployment and U.S. cash repatriation. Responsible for overseeing all global treasury activities including: foreign currency management, capital markets and financing, cash management and forecasting, coordination of liquidity management with the Investment Department, and management of certain credit risks. Primary interface with external auditors, advisors and Internal Revenue Service regarding tax accounting and compliance matters. Recruit, counsel, train and develop staff; supervise daily activities, conduct performance evaluations and provide input into ongoing development and career progression of approximately 7 worldwide tax and treasury personnel.
    $46k-96k yearly est. 60d+ ago
  • Remote Payroll Individual Tax Staff - Japanese/English

    Eos Accountants LLP 3.6company rating

    Remote job

    The role of Payroll Staff is to assist with preparation of individual income tax returns, as well as payroll processing on behalf of clients. Payroll Staff are an important part of the engagement team and will have contact and interactions with the client. Responsibilities: Prepare and file 1040 tax returns and other tax forms Prepare tax equalization calculation Assist in responding to notices and act as client representative with tax authorities Conduct gross up computation for expatriates Maintain payroll operation by collecting and entering data Review payroll reporting and withholdings for wages for accuracy Develop and maintain relationship with clients Communicate effectively and professionally, both orally and in writing, to build business relationships. Demonstrate broad, in-depth understanding of tax concepts, actively pursue increased tax knowledge through client assignments, and keep abreast of current tax developments. Work on multiple tax engagements simultaneously and manage time and work effectively. Use communication and people skills to work collaboratively within a diverse team environment and effectively communicate with peers, supervisors, and clients to foster positive working relationships. Understand and use various software applications (Excel, Word, Power Point, tax preparation software, etc.) to perform day-to-day functions. Qualifications: To qualify, candidate must have: Undergraduate degree in Accounting, or a payroll concentration within an accounting program from an accredited college/university. A CPA or EA license, or qualified candidate to sit for the CPA exam Strong tax accounting and analytical skills. Strong computer skills: proficiency in tax accounting software, Excel, Word. Excellent interpersonal oral and written communication skills. Business level proficiency in English required - Dual business level proficiency in Japanese required. Detail-oriented and able to multi-task. Benefits: Teleworking Medical, dental, vision and life insurance 401k retirement plan Paid sick and vacation time Paid volunteer time off / Matching Donations Referral bonus program CPA/EA license incentives and professional membership reimbursements Note: Benefits may vary depending on specific employment terms
    $66k-82k yearly est. Auto-Apply 60d+ ago
  • Indirect Tax Advisory Specialist

    Stripe 4.5company rating

    Remote job

    Stripe is a financial infrastructure platform for businesses. Millions of companies - from the world's largest enterprises to the most ambitious startups - use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of work ahead. That means you have an unprecedented opportunity to put the global economy within everyone's reach while doing the most important work of your career. About the team What you'll do We are looking for a proactive and detail-oriented Indirect Tax Advisory Specialist to join our dynamic team. In this pivotal role, you will be instrumental in guiding innovative product development initiatives while leveraging your tax expertise. You will conduct comprehensive research and analysis to ensure our products adhere to the evolving tax reporting and filing landscape, ultimately contributing to the strategic growth of our organization. Responsibilities Conduct in-depth research on reporting, registration, and filing requirements across various tax types and jurisdictions, ensuring comprehensive understanding of compliance obligations. Analyze and translate complex tax requirements into clear, actionable product requirements that facilitate compliance and enhance product offerings. Identify and evaluate potential opportunities and associated risks related to product marketability and expansion strategies, providing insights that support informed decision-making. Keep abreast of changes in tax legislation and industry trends to ensure timely updates to compliance strategies and product development efforts. Collaborate effectively with cross-functional teams, including product, engineering, finance, legal, and operations & support, to develop and execute tax strategies that align with organizational goals. Build and nurture relationships with strategic partners, including state tax departments, industry groups, and external advisors, to foster collaboration and share best practices. Willingness to travel to conferences and events to drive forward the Stripe Tax eminence strategy. Participate as an SME in training sessions and workshops for internal teams to enhance awareness and understanding of tax compliance issues, ensuring that all relevant stakeholders are equipped with necessary knowledge. Prepare and present detailed reports on tax-related findings, recommendations, and compliance strategies to leads and stakeholders, ensuring clarity and promoting informed discussions. Employ robust analytical skills to assess complex data sets and trends impacting indirect tax obligations, using quantitative and qualitative analysis to drive strategic decisions. Manage multiple projects simultaneously, ensuring timely delivery of tasks and adherence to project milestones. Utilize project management techniques to oversee the implementation of new tax initiatives, ensuring alignment with organizational objectives and timelines. Who you are We're looking for someone who meets the minimum requirements to be considered for the role. If you meet these requirements, you are encouraged to apply. The preferred qualifications are a bonus, not a requirement. Minimum requirements Experience with US state and local departments of revenue and familiarity with evolving business filing requirements across jurisdictions. Exceptional attention to detail, a strategic mindset, and the ability to manage projects under tight deadlines in fast-paced environments. Proficient in writing clear and concise documents Advanced skills in data analysis and problem-solving Strong relationship-building skills Dedicated to continuous improvement and effective prioritization of tasks. Preferred qualifications 5+ years of relevant experience in a tax-related role (sales/use tax or VAT preferred). Bachelor's degree from an accredited university. Background in tax, accounting, or legal fields, with experience in filing state returns and managing regulatory changes. Previous experience with Big 4 accounting firms, CPA certification, legal expertise, or Enrolled Agent status.
    $71k-100k yearly est. Auto-Apply 11d ago
  • Temporary, Tax Assistant

    Bakertilly 4.6company rating

    Remote job

    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: This position is temporary beginning in January and ending May 2026. As a Tax Assistant, you will provide tax support and advice over video, phone, and chat, helping customers work on returns through designated software. You are not preparing or filing returns directly. You'll be able to leverage your knowledge and skills to ensure an excellent customer experience using your expertise in tax preparation, technology troubleshooting, and resolving tax issues. You will enjoy this role if: You are friendly and reassuring, passionate about customer service and problem resolution, and are comfortable interacting over video and chat (Dedicated hardwired internet connection required) You are an exceptional communicator and enjoy translating complex tax terminology into a language customers can easily understand You have technology experience and are comfortable researching tax topics using online tools What you will do: Provide individualized troubleshooting, tax advice, and preparation assistance through video-enabled software and chat support by utilizing defined practices, procedures, and company policies Deliver accurate tax advice to customers in easy-to-understand terms by utilizing recommended research materials, professional resources, and team support Assist customers in gathering, organizing, and entering data through the designated software platform for federal and state tax returns Analyze and research a variety of tax matters to determine an appropriate course of action for customers Review Customer Callback and Tax Accuracy lists and schedule applicable return calls to provide additional clarification and support as needed The successful candidate will have: Minimum of three (3) seasons of tax preparation experience, with a minimum of 30 tax returns prepared each year PTIN is required (can be obtained online) and one of the following credentials: EA, CPA or JD Prior tax preparation experience in a tax practice or retail setting College degree a plus, but not required Knowledge of tax laws, tax concepts and familiarity with the form 1040 and all schedules Willingness to utilize audio/visual tools to communicate with customers Strong problem solving and research skills, and the ability to quickly use online resources to find answers Well-developed technical troubleshooting skills
    $53k-83k yearly est. Auto-Apply 1d ago
  • Sales & Use Tax Audit Intern (Multiple Positions) - Limited Term Employment

    State of Wisconsin

    Remote job

    We are looking for a handful of motivated Accounting majors finishing their Sophomore or Junior year who want to experience a new way to apply what they've learned. In return, we're offering you the chance to train on Wisconsin Sales and Use tax law and work hands-on auditing projects under the mentorship of senior staff. We value process improvement, so your ideas and feedback throughout the internship will ensure that our internship program stands out as an exceptional opportunity to learn, lead, and grow. Major goals of this position include the: * Examination of sales and use tax returns and refund claims for proper application of Wisconsin tax laws * Request and review of additional information from taxpayers to verify return and claim information * Preparation of assessments and refunds * Handling of taxpayer contacts To see the full list of duties view the position description. Salary Information The starting pay rate for these Tax Representative 3 positions is $24.12 an hour. This job does not offer employee benefits. This classification is in Pay Schedule 02, Pay Range 12. This position is not represented by a bargaining unit. Job Details These positions may be scheduled to work up to 40 hours per week. LTE jobs are limited to 1039 hours in a 12-month period and do not include employee benefits. Background Checks: Due to the nature of this position, final candidates will be subject to criminal background, fingerprint, and tax compliance checks. I-9 Requirements: Applicants must be legally authorized to work in the United States (i.e., a citizen or national of the U.S., a lawful permanent resident, an alien authorized to work in the U.S. without sponsorship) at the time of appointment. The Department of Revenue does not sponsor work or student visas and is not an eligible OPT employer for those with F1 visas. DOR participates in E-Verify and will provide the federal government with Form I-9 information for all new employees to confirm authorization to work in the U.S. Remote Work/Telework: This position is not eligible for remote work/telework. Qualifications Please be sure to upload a copy of your transcript (can be unofficial) with your application materials. Minimally qualified applicants will have: * Be working to complete a bachelor's degree in accounting or auditing from an accredited university and have completed 4 semesters of full-time coursework towards that degree by the time the internships start in June 2026. * Experience using Microsoft Office suite applications (e.g., Word, Excel, Outlook, Teams, etc.) or similar applications * Experience working independently Well qualified applicants will also have one of the following (in addition to the minimum qualifications): * Successful completion of Intermediate Accounting 1 (grade of B, 3.0 or higher) * A familiarity with Wisconsin tax laws and administrative rules * Experience providing customer service (in person, written, over the phone, etc.) Per Wisconsin Statute 230.26, Wisconsin residency is required for LTE appointments. Use the link for the definition of Wisconsin residency for LTE employment. How To Apply To be considered for this position, you must complete the online application. Click "Apply for Job" to start the application process. For instructions, refer to the following link: Applying to State Service. You must attach a current resume, letter of qualifications, and college transcript (can be unofficial) in a Microsoft Word or PDF compatible format. Make certain these documents clearly illustrate your experience, including detailed examples, with each of the qualifications listed in the "Qualifications" section of this announcement. These documents will be used to assess whether your qualifications meet the qualifications required of the job. For instructions on developing your application and what should be included in these materials, click here. Make certain your resume and letter are how you want them to be before you finalize the application as you are not able to update or change your application materials once you click "Submit". Submitted materials will be evaluated by a job expert and the most qualified applicants will be invited to the next step of the selection process. If you are invited to interview, you will be contacted via email. Make certain your contact information is correct and check your email regularly. Veterans are encouraged to apply. For information on veterans' hiring programs that may benefit you, go to the Employment Assistance page on WDVA's website. Please see the Frequently Asked Questions for general wisc.jobs user information and technical assistance. Questions can be directed to Evan Holzhueter, HR Specialist, *****************************, ************ Deadline to Apply All application materials must be received by 11:59 PM (CT) on Monday, December 22, 2025.
    $24.1 hourly 6d ago
  • Tax Analyst Intern

    MWI Animal Health

    Remote job

    Our team members are at the heart of everything we do. At Cencora, we are united in our responsibility to create healthier futures, and every person here is essential to us being able to deliver on that purpose. If you want to make a difference at the center of health, come join our innovative company and help us improve the lives of people and animals everywhere. Apply today! Job Details This is a paid position based in Conshohocken Pennsylvania and will require a commitment of 12-15 hours weekly (and 40 hours per week during summer or school breaks). Tasks can be performed remotely as needed. Are you looking to make a difference in a patient's life? At Cencora , you will find an innovative culture that is patient focused and dedicated to making a difference. As an organization, we are united in our responsibility to create healthier futures. Cencora - one of the world's leading distributors of pharmaceutical products seeks an intern to join its tax department. This internship offers real world tax experience working with a team of passionate, dedicated professionals. This internship offers experience in the following areas: Tax research and writing (including research in the rapidly evolving area of taxes affecting the pharmaceutical industry) Tax compliance (sales and use taxes / excise taxes / personal property tax) Assistance with special projects (systems / technology, corporate initiatives) The ideal candidate will be currently enrolled in an undergraduate accounting, masters of tax or accounting, JD or LLM program and possess the following skills/traits: Strong academic credentials; Desire to further knowledge of tax through real world application in a world class tax organization; Research and writing skills including the ability to synthesize research into a written format and explain findings to members of the tax team; Ability to meet deadlines (both internal and with state taxing authorities); Familiarity with commonly used software packages (Microsoft Excel, PowerPoint, Word); What Cencora offers We provide compensation, benefits, and resources that enable a highly inclusive culture and support our team members' ability to live with purpose every day. In addition to traditional offerings like medical, dental, and vision care, we also provide a comprehensive suite of benefits that focus on the physical, emotional, financial, and social aspects of wellness. This encompasses support for working families, which may include backup dependent care, adoption assistance, infertility coverage, family building support, behavioral health solutions, paid parental leave, and paid caregiver leave. To encourage your personal growth, we also offer a variety of training programs, professional development resources, and opportunities to participate in mentorship programs, employee resource groups, volunteer activities, and much more. For details, visit ************************************** Part time Equal Employment Opportunity Cencora is committed to providing equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, genetic information, national origin, age, disability, veteran status or membership in any other class protected by federal, state or local law. The company's continued success depends on the full and effective utilization of qualified individuals. Therefore, harassment is prohibited and all matters related to recruiting, training, compensation, benefits, promotions and transfers comply with equal opportunity principles and are non-discriminatory. Cencora is committed to providing reasonable accommodations to individuals with disabilities during the employment process which are consistent with legal requirements. If you wish to request an accommodation while seeking employment, please call ************ or email ****************. We will make accommodation determinations on a request-by-request basis. Messages and emails regarding anything other than accommodations requests will not be returned Affiliated CompaniesAffiliated Companies: AmerisourceBergen Services Corporation
    $36k-58k yearly est. Auto-Apply 14d ago
  • Tax Accountant Intern

    Ever.Ag

    Remote job

    Job Title: Tax Accountant Intern Reports To: Senior Tax Accountant FLSA Status: Non-Exempt, Hourly (Candidates must currently reside in the United States and be authorized to work here. We are unable to consider applicants located outside the U.S. or candidates who would require current or future sponsorship at this time.) This is a 12 week internship starting May 26, 2026 and concluding on August 14, 2026. Candidates must be currently enrolled in an accredited degree program with a graduation date after August of 2026 to be considered. Position Title: Tax Accountant Intern Position Summary The Tax Accountant Intern will be responsible for supporting a variety of functions on our Accounting team. The Tax Accountant Intern regularly communicates with the company's accounting professionals, auditors, and regulators, as well as the corporate accounting team. This role reports to the Accounting Manager. Key Responsibilities Tax Responsibilities · Registration of new entities with Secretaries of State · Modifications of existing entity information with the Secretaries of State · New State Payroll and tax account creation · Review and help resolve any state notices · Other Tax items as needed. · Other duties as assigned Qualifications · Education: Pursuing Bachelor's degree in Accounting/ Tax/ Finance or higher from an accredited college or university · Working towards industry certification (e.g. CMA or CPA) is preferred · Intermediate to Advanced knowledge of Excel (and other Microsoft Office products) · Netsuite experience preferred but not required Competencies for Success · Excellent analytical and time management skills · Self-motivated, self-starter with ability to work autonomously · Critical thinker and self-starter, able to produce quality materials within tight timeframes Who you will be working for Ever.Ag offers innovative AgTech solutions and services that empower agriculture, food, and beverage supply chains to feed a growing world. The breadth of the portfolio is uniquely capable of supporting the complex needs of companies involved in dairy, livestock, crops, and agribusiness. With decades of experience and industry-leading innovations, our technology, risk management, and market intelligence provide our customers with the tools and insights they need to operate more efficiently, sustainably, and strategically across every stage of the supply chain. We welcome candidates from all backgrounds to contribute their unique perspectives to our team. Your success is our success! Please visit our webpage to learn more about us News.Ever.Ag and ********************
    $36k-58k yearly est. Auto-Apply 41d ago
  • Mid-Level Tax Associate

    Stoel Rives LLP 4.8company rating

    Remote job

    About Stoel Rives and the Corporate Team Our Corporate team consists of over 70 lawyers who focus on all areas of corporate law representing both public and private entities at all stages of formation and growth. Our clients are engaged in energy production and distribution, agribusiness, healthcare, computer technology, life sciences solutions, aerospace technology, timber and forest products, mining, retail and manufacturing. We develop a deep understanding of the strategic objectives of these businesses to enhance our ability to plan and execute transactions for our clients. The variety of industries reflects the diversity of public and private companies launching, growing and operating across our footprint. The Tax group at Stoel Rives LLP helps to guide clients through the increasingly complex maze of tax matters. Our tax group offers a full range of advice and strategic counsel on the tax implications of complex business transactions. We also have an active tax controversy practice, including state and local tax controversy matters throughout the region. If you are interested in working with a group of collaborative, hard-working, and dedicated lawyers and staff, this is the place for you. Role Overview We are seeking to add an associate with 3-5 years' experience to our dynamic practice in the Pacific Northwest. Skills Needed to Be Effective in This Role We pride ourselves in forming diverse teams with a wide array of interpersonal and professional attributes. We don't expect any one person to embody all these skills, but the below serves to describe our ideal team player. If you have many of these skills, and are enthusiastic to learn, we encourage you to apply. Candidates should have 3-5 years of experience handling federal tax matters including both transactional and tax controversy matters. Familiarity with renewable energy financing transactions is strongly preferred. Candidates should also have experience with mergers and acquisitions, debt and equity financing, fund formations, and other corporate finance transactions and general tax issues; Ability to manage multiple projects in collaboration with our partners and senior associates; Excellent written and oral communication skills; Good judgment, responsiveness, and perseverance; Strong intellectual curiosity; Self-motivation; A commitment to client service and team success; and JD from an accredited university. Stoel Rives: Part of Our Team A broader question you may have is, “How will this position enhance my legal skills and career trajectory?” At Stoel Rives, we offer a unique lateral integration program and core competency model that are designed to provide a roadmap of the practical skills, abilities, and client service techniques our lawyers need to succeed and progress at the firm. We also established a New Lawyer Integration Program that has deepened our relationships and connections with our new lawyers, while providing them with the mentoring, resources, and information necessary for success. How You Will Live Life Well at Stoel Rives: Compensation, Benefits, and More! The pay range for this position is $192,000 to $215,000; however, the base compensation presented to a candidate may vary based on skills and overall experience. This salary range is based on market location. The hours expectation for associates is 1800 hours and associates are bonus-eligible at 1850 hours. In addition to base compensation, Stoel Rives has a total rewards program that includes an annual discretionary bonus and rich benefits offerings. For example, our benefits offerings include paid family & medical leave (and an on/off-ramp program for expecting parents), unlimited PTO, a flexible schedule program, remote work options, and a sabbatical program for eligible attorneys. We also offer competitive and robust medical, dental, vision, life, long-term disability, AD&D, EAP, FSA, and Voluntary Life, ADD, and LTC options. We also provide a generous firm-contributed health savings account and a pre-tax transportation/parking plan. To help meet billable hour expectations, we also allow up to 50 hours of billable credit for pro bono activities. We are also proud participants of the ABA Well-Being Pledge, strongly believing that the well-being of our employees is paramount to the success of the firm. In addition, the firm's Culture Committee supports the firm's mission, vision, and values in bringing together spectacular client service and job satisfaction.
    $71k-93k yearly est. Auto-Apply 60d+ ago
  • Tax Internship: Spring 2026

    Willis Johnson & Associates

    Remote job

    Willis Johnson & Associates (WJA) is inviting 1-2 college Junior, Senior, or Masters candidates to explore the career of tax services within a Wealth Management firm. WJA is not a CPA firm, but is a Registered Investment Advisory firm. Our service to our clients is to provide a comprehensive financial plan for every stage of life, including vital tax planning and compliance. The tax intern will have the opportunity to explore tax planning and compliance from a broader point of view, being exposed to all stages of financial planning for high-net-worth individuals. This internship is ideal for a candidate who would ultimately like to pursue either a Certified Public Accountant (CPA) designation or a Certified Financial Planner (CFP) designation. Our tax intern will be a vital part of our unique Protégé Program, wherein the intern will join our in-house CPA team to receive technical training, one-on-one mentoring and networking opportunities. The tax intern participates in strategy sessions, client meetings, and takes the lead responsibility of one tax research project. WJA has been voted by the Financial Times as one of the top U.S. Registered Investment Advisers. WJA is also listed as one of the fastest growing companies in Houston by the Houston Business Journal and one of the best places to work for financial advisers by both Investment News and the Houston Business Journal. Essential Responsibilities Learn preparation of individual and fiduciary income tax returns of wealth management clients Compile data for preparation of tax returns Create pdf of return packet for client delivery Input data into Thomson Reuters Ultra Tax preparation software Manage workflows, storage of data and returns through a paperless system Perform tax research using Thomson Reuters Checkpoint Edge Work closely with Tax Manager and wealth managers to provide outstanding service to clients Complete one specialized tax research project after tax season, including writing of the Research Memorandum Qualifications Accounting major, emphasis in Tax, with a minimum GPA of 3.2 Highly interested in a career in Public Accounting or Wealth Management Demonstrated track record of initiative Strong technology, research and organizational skills Enjoys research and analysis Confident, poised and professional in appearance Excellent written and verbal communication skills Capable of taking on creative challenges and tight deadlines What We offer Paid Internships: Sophomore: $19/hour Junior: $22/hour Senior: $24/hour Graduates, Post Grad, MBA: $26/hour Collaborative, Positive Teammates Flexibility to Work Remotely or In Person Mentorship Program Rewarding Work that Matters
    $19-24 hourly Auto-Apply 60d+ ago
  • Intern - Tax Services - 2026 - (Hybrid)

    Andersen Tax 4.4company rating

    Remote job

    Application Notice We encourage you to apply thoughtfully by selecting one position that best matches your qualifications and interests. You may submit up to two active applications at a time. Please consider your location choice carefully-we recommend applying where you envision building your future. The Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll embark on a journey that transcends the ordinary, working with extraordinary clients spanning every industry, regardless of their size, because at Andersen, we are free from independence-related constraints that may hinder other firms. But that's not all; we're more than just a company; we're a community that thrives on diversity, inclusivity, and collaboration. Our focus is on your development helping you flourish as leaders, colleagues and trusted advisors. We equip you with world-class education, immersive experiences, and invaluable mentorship to support your rise to the top. We believe in your potential and invest in it to build a legacy that extends beyond your wildest dreams. Bring your ambition, your entrepreneurial spirit, and your burning desire to be the best. Your future mirrors the limitless possibilities of our future. Join us at Andersen, and together, let's write the story of your success! The Role Tax Services Interns serve as members of client service teams. Interns are staffed on engagements, similar to an Associate, and receive formal and on-the-job training to hone and develop their technical skills. Interns are part of an environment that broadens their interpersonal and technical skills and deepens their knowledge of tax implications in a variety of industries. As an Intern, you will be given a mentor to guide you throughout the experience and have the opportunity to build your professional network through various events and activities. Intern responsibilities include: * Assisting with research of tax laws, rules, and regulations and analyzing their application to specific situations resulting in drafting memorandums to defend decisions and/or outlining solutions to those issues; * Participating and aiding in select phases of tax compliance engagements, including individual, estate, gift and fiduciary tax returns; * Work as part of a team of problem solvers with vast consulting and industry experience, helping our clients solve complex business issues. * Proactively seeking guidance, clarification, and feedback; * Supporting select projects demonstrating creative thinking and individual initiative while working as a team member; and * Demonstrating flexibility in prioritizing and completing tasks while exercising professional skepticism. The Requirements * Pursuing a Bachelor's degree in Accounting, Finance, Economics or related field and/or an advanced degree in Accounting, Taxation, JD or LLM; * Eligible students should be in their 3rd year of a 4-year degree program or in their 4th year of a 5-year degree program. Interns typically join us during the winter/spring or summer prior to their intended graduation year; * A minimum GPA of 3.0 * Strong leadership, multitasking and organizational skills; * Self-starter with initiative to seek out opportunities in a fast-paced environment; * Strong interpersonal skills; and * Ability to interact with various levels of client and firm management through both written and verbal communication. Prior to starting full-time, it is preferred that students will be eligible to sit for the primary credential exam appropriate for relevant practice area, such as having 150 credits hours to sit for the CPA exam in certain states. Applicants must be currently authorized to work in the United States on a full-time basis upon hire. Andersen will not consider candidates for this position who require sponsorship for employment visa status now or in the future (e.g., H-1B status). Andersen Tax is an equal opportunity employer committed to fostering an inclusive workplace. We evaluate all applicants and employees without regard to race, color, religion, national origin, ancestry, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity or expression, age, disability, genetic information, marital status, military or veteran status, or any other characteristic protected under applicable federal, state, or local law. All qualified applicants, including those with criminal histories, will be considered in a manner consistent with applicable law. We provide reasonable accommodations to qualified individuals with disabilities as required by law. ANDERSEN TAX LLC NOTICE FOR JOB APPLICANTS
    $43k-62k yearly est. 11d ago
  • Tax Associate (Remote)

    Kickstart Accounting

    Remote job

    Join Our Team as a Tax Associate at KSA Tax Partners, LLC! KSA Tax Partners, LLC. is a woman-owned, fully virtual accounting firm dedicated to empowering women business owners by not only filing their tax returns but helping them truly understand their finances. We're not your typical accounting firm-we don't offer transactional support. Instead, we become an essential part of our clients' teams, equipping them with the financial insights they need to thrive. Why Choose KSA Tax Partners? If you're ready to move away from the exhausting grind of traditional tax season, KSA Tax Partners offers a refreshing alternative. We limit our client base and provide year-round service, ensuring a consistent and stable work environment that allows for a healthy work-life balance. Position Overview: Tax Associate As a Tax Associate, you will be an integral part of our growing team, working closely with clients to deliver comprehensive tax preparation and strategy services. This role is perfect for a professional who is passionate about tax accounting, values client relationships, and is eager to make a difference in the success of women-owned businesses. Key Responsibilities: Client Relationship Management: Lead client calls, present tax returns and strategies to clients. Tax Preparation & Compliance: Prepare accurate tax returns for LLCs and S Corporations, ensuring compliance with all relevant tax laws and regulations. Financial Record Management: Collect, organize, and input financial data into tax software, ensuring accuracy and completeness. Client Onboarding: Assist with onboarding new clients, ensuring a smooth transition and strong initial relationship. Collaboration: Work closely with our bookkeeping team to ensure accurate financial reporting and seamless tax preparation. Who You Are: We are looking for a detail-oriented, calm, and adaptable professional who excels in a virtual work environment. The ideal candidate is a seasoned tax preparer with a strong background in client-focused service and a passion for helping businesses grow. Requirements: Software Proficiency: Strong experience with ProConnect, QuickBooks Online, Microsoft Word, and the Microsoft Suite. Experience: 5+ years of tax preparation, particularly with LLCs and S Corporations. Must have client-facing experience. Education: Bachelor's degree in Accounting, Business Administration or related field required License: Active CPA License Required Work Schedule & Compensation: Schedule: This role requires availability for 5 days a week during core hours (9-5 EST), with flexibility during slower periods. Location: We are currently accepting applicants from TN, NC, OH, FL, AL, IA, IL, TX, OR, OK, MA, VT Why You'll Love Working Here: At KSA Tax Partners, you'll join a supportive, innovative team that values continuous learning, career progression, and work-life balance. We believe in empowering our employees with the autonomy to excel in their roles while providing the resources and support they need to grow. If you're ready to bring your expertise to a forward-thinking firm and enjoy the benefits of a virtual, year-round role, we encourage you to apply today!
    $49k-78k yearly est. Auto-Apply 40d ago
  • Payroll Tax Specialist

    Restaurant365 3.9company rating

    Remote job

    Restaurant365 is a SaaS company disrupting the restaurant industry! Our cloud-based platform provides a unique, centralized solution for accounting and back-office operations for restaurants. Restaurant365's culture is focused on empowering team members to produce top-notch results while elevating their skills. We're constantly evolving and improving to make sure we are and always will be “Best in Class” ... and we want that for you too! The Payroll Tax Specialist will be responsible for ensuring accurate and timely tax payments and filings are completed for our clients. This includes but is not limited to preparing, reviewing, and filing various tax returns while collaborating with both external and internal stakeholders. How you'll add value: Research, reconcile and prepare tax returns and payments for federal, state, local jurisdictions. Create and reconcile journal entries for state and local tax payments. Generate and complete EFTPS Batch Processor payments to the IRS. Setup and maintain portal access for various jurisdictions as needed. Maintain client ID numbers, rates, and deposit frequencies. Research payroll tax issues raised by internal stakeholders and customers and provide timely resolutions. Create and file amended returns as needed. Identify and resolve root cause discrepancies and recommend process improvements to reduce tax issues and improve filing efficiencies. What you'll need to be successful in this role: 2+years of payroll tax filing experience. Demonstrated working knowledge of U.S. local, state, and federal payroll tax laws, regulations, and compliance requirements to ensure product and services are compliant. Experience using QuickBooks or a similar accounting platform. Attention to detail and strong organizational and work prioritization skills. Knowledge and experience in the SaaS / Software industry preferred, but not required. Advanced demonstrated knowledge of Microsoft Excel and tax and payroll systems and how they operate. Ability to work with company executives to understand the company's business needs and strategy. Excellent written/verbal communication skills. Must be able to maintain confidentiality and use upmost discretion when accessing sensitive information. Able to meet and exceed strict deadlines while handling high volume of clients. R365 Team Member Benefits & Compensation This position has a salary range of $33.65-$47.12/hour. The above range represents the expected salary range for this position. The actual salary may vary based upon several factors, including, but not limited to, relevant skills/experience, time in the role, business line, and geographic location. Restaurant365 focuses on equitable pay for our team and aims for transparency with our pay practices. Comprehensive medical benefits, 100% paid for employee 401k + matching Equity Option Grant Unlimited PTO + Company holidays Wellness initiatives #BI-RemoteDYN365, Inc d/b/a Restaurant365 is an equal opportunity employer.
    $33.7-47.1 hourly Auto-Apply 60d+ ago
  • Tax Associate

    Benaiah Consulting Group. LLC 3.6company rating

    Remote job

    Job Description 100% Remote Exceptional Growth and Team Culture Forward-thinking, People-Centric Leadership Team Are you a skilled tax professional with a passion for tax planning and helping businesses thrive? Do you want to work for a firm that values your contributions beyond just billable hours and is focused on the results and outcomes for clients? If you're someone who wants to break away from the traditional CPA firm model and work in a people-first, results-driven environment, this could be the opportunity for you! Keep reading to learn more about our forward-thinking client who is actively seeking a Tax Associate to join their fully remote team. Who They Are: Our client is a well-established firm known for delivering top-tier tax consulting, planning, and compliance services to small and mid-sized businesses. They specialize in complex partnership and pass-through entity tax issues, and the individual returns that flow from these business owners. With a team dedicated to making a real impact, they have experienced impressive growth over the last four years (100%+ YOY since 2019) and have maintained a very low turnover rate under 5% in that same timeframe. They focus on creating a balanced work environment, offering sustainable hours while providing exceptional client outcomes. This is a firm that genuinely values people, both clients and employees. The Opportunity: As a Tax Associate, you will work closely with the tax leadership team to assist with tax planning, compliance, and consulting for a range of businesses. You will be responsible for collaberating and working with Senior Tax Associates and firm leadership on client relationships and handling the day-to-day tax tasks for clients, including partnership and pass-through entity tax issues. This role will allow you to develop your technical expertise and further hone your skills as you support the firm's continued growth. Key Responsibilities: Prepare and review tax returns for small to mid-sized businesses, with an emphasis on partnerships and pass-through entities. Assist in the development and implementation of tax strategies to help clients navigate complex tax challenges. Support senior tax leaders in providing proactive tax consulting and planning services. Work directly with clients to address their tax needs and build strong, long-term relationships. Identify opportunities for process improvements to increase efficiency within the tax department. Collaborate with team members to ensure accurate and timely filing of tax documents. Stay current on tax law changes and their impact on clients. Who You Are: Experienced: You have 1+ years of experience handling complex tax matters within a CPA firm environment, and have a solid understanding of tax compliance and planning, particularly with partnership and pass-through entity issues. Detail-Oriented: You're thorough in your work and committed to accuracy and high-quality service for clients. Client-Focused: You enjoy working directly with clients, listening to their needs, and helping them navigate complex tax issues. Team Player: You work well with others, communicate effectively, and contribute to the firm's collaborative culture. Eager to Learn: You're motivated to expand your technical expertise and progress in your career. Why Our Client? Fully Remote: Work from anywhere - this isn't just a work-from-home role, it's a truly flexible, remote-first position. Work-Life Balance: Focus on sustainable hours year-round with no excessive billable hour expectations. Growth and Stability: Join a firm with a proven track record of growth and client success, where your contributions will help shape future success. People-Centric Culture: Enjoy a firm that values culture over the traditional CPA firm environment - your well-being and work-life balance matter here! Ready to Join Us? If you're ready to take the next step in your career with a growing, forward-thinking firm, we'd love to hear from you! Our client is actively interviewing and looking for the right person to contribute to their continued success and growth.
    $45k-73k yearly est. 1d ago
  • Client Tax Associate I

    JPMC

    Remote job

    Are you seeking to join a team where you can have the opportunity to thrive and grow? We have an exciting opportunity to help expand your knowledge, skills, and abilities. You have found the right team. As a Client Tax Associate I within the Client Tax Operations team, you are primarily responsible to participate in multiple projects by drafting business requirements, test planning, preparing test data, execution of test cases, perform reconciliation, and work closely with IT partners to resolve defects. You will draft job aids for any new processes or updates to existing procedures. You will implement process improvements, monitor process controls, and data integrity checks. You will also serve as a tax reporting subject matter expert to troubleshoot issues, partner with tax group on projects, process improvements, and raise data quality issues for resolution. Job responsibilities Attend and participate in project and process improvement meetings in the form of drafting business requirements, test plans, test cases, script execution, and project implementation Monitor tax form production including form validation and reconciliation Perform year-end reporting related activities, including resolve tax control report exceptions, tax file preparation, tracking and other projects as assigned Deliver productivity and process improvements related to year-end reporting Monitor tax form production including form validation and reconciliation Perform issue analysis and develop solutions to resolve them Create and deliver daily, weekly, and monthly reporting using Excel, PowerPoint, and Tableau Required qualifications, capabilities, and skills 3+ years of experience in the consumer financial services industry Experience participating in process improvement and project initiatives including business requirements and script writing Understanding of testing methodology and proactively enforcing testing requirements Proficient in MS Excel, Project, Access, and Word High level of analytical and problem-solving skills, with the ability to interpret data and its impact on business operations Exceptional verbal and written communication skills Ability to track and execute multiple tasks simultaneously with meticulous attention to detail Preferred qualifications, capabilities, and skills Experience with Consumer Bank, Mortgage Servicing, Auto, Credit Card, or Business Banking operations is preferred Experience with Customer Assist, OUI (Operational User Interface), NAWA (New Account Web Applications), MSP, qTest, Recovery One, or Taxport applications Experience resolving defects with IT partners including SQL/Code understanding and JIRA Experience with AI tools such as Alteryx, UiPath, or Tableau ***Note to job seekers: This is a hybrid role which requires going into the office 3 days a week with 2 days flexibility to work from home. Keeping in mind this is subject to change at any time per JP Morgan guidelines. This position is not eligible for H1B or Sponsorship
    $43k-75k yearly est. Auto-Apply 60d+ ago
  • Seasonal Part-Time Tax Specialist

    Foundever

    Remote job

    Student Opportunity - Tax Specialist This position is only available to active Marshall University students - please do not apply if you do not meet this requirement Join Foundever as a Seasonal, Part-Time Tax Specialist to be the primary point of contact for Intuit users to deliver personalized and high-quality customer service through live consultations, helping users with a variety of tax challenges, such as returns, filings, or other related functions within the system. You will be empowered to take initiative, enhance your skillset, and build connections that will last a lifetime. Now offering a $500 bonus! $250 when you complete Training, another $250 when you complete support on Tax Day! Are You a Good Fit? If you're passionate about helping others, personal growth, and advancement opportunities, this could be for you! Through this role, you'll gain experience in: * How to assist in tax-based situations * Intuit Certification through the Intuit Academy * Knowledge of IRS and state tax filing requirements * Effective communication and collaboration * How to effectively work within a team and individually * Tactics to think critically and solve unique problems * Ability to analyze problems and take a solution-oriented approach to challenges and obstacles * ... and so much more! Benefits: * Build a custom schedule that works for you! Hours can be molded around your school and personal life. * $19/hour + advancement opportunities and career pathing * 100% paid, professional training * Flexible work hours with options between approximately 8 AM - 12 AM ET, 7 days a week * Learn new skills and robust knowledge to advance through your career journey * Develop and sharpen your leadership capabilities and workplace confidence Qualifications: * Be an active/enrolled student at Marshall University * At least 18 years old * Have a high school diploma or GED equivalent * Have a passion for helping people * Strong written/verbal communication skills * Approach life with a can-do attitude * Comfortable being on camera with your customers to humanize interactions * Must pass a background check * Must be willing to request a Preparer Tax Identification Number (PTIN) Work from Home & Equipment Requirements: * Work activity must be performed in a quiet and distraction-free location * Your home workspace must be behind a closed door to ensure a secure environment for customer information * Associates must have access to high-speed internet service through a hard-wired connection via ethernet cable * Foundever provides the necessary equipment for this role! Please note you may need to provide your own Ethernet cable if your wall connection is over 6' from your workstation Please note that we are working on securing a physical location on or close to campus! When this is ready, all work will transition to this space to increase collaboration, teamwork, and development. Responsibilities: This is a virtual, customer-facing role; you will be using state-of-the-art video communications software (Smartlook) to interact with customers. Your tasks will include: * Providing tax advice and/or full-service return preparation and signature * Addressing product and software inquiries * Assisting with tax calculations * Creating high-quality customer interactions and experiences that instill confidence through deep customer empathy and extensive knowledge and expertise in tax preparation * Utilizing and leveraging government websites, professional resources, and team expertise to find and deliver accurate answers to customers in everyday language * Apply defined practices, procedures, and company policies to troubleshoot and resolve customer tax advice and preparation inquiries * Document customer interactions About Foundever Foundever is a global leader in the customer experience (CX) industry. With 170,000 associates across the globe, we're the team behind the best experiences for 750+ of the world's leading brands, from Fortune 500 companies to local startups. We know every action taken, no matter how small, has a significant impact. Our employees savor the small moments and celebrate the big wins with our clients and with each other. Supporting +9 million customer conversations every day in +60 languages across 45 countries, Foundever combines innovative thinking and digital solutions - including self-service, artificial intelligence (AI), and data-driven analytics - with the expertise and empathy of our employees to Create Connection. Value Conversation. Get to know us at ***************** and connect with us on Facebook, LinkedIn and Twitter. EEO Foundever is committed to selecting, developing, and rewarding the best person for the job based on the requirements of the work to be performed and without regard to race, age, color, religion, sex, creed, national origin, ancestry, citizenship, disability/handicap, marital status, protected veteran status, uniform status, sexual orientation, pregnancy, genetic information, gender identity and expression, or any other basis protected by federal, state or local law. The Company forbids discrimination of all kinds, whether directed at Associates, applicants, vendors, customers, or visitors. This policy applies to all terms and conditions of employment, including recruitment, hiring, promotion, compensation, benefits, training, discipline, and termination.
    $47k-78k yearly est. 38d ago
  • Accountant: Tax Associate

    Markham Norton Mosteller Wright & Company, P.A

    Remote job

    Markham Norton Mosteller Wright & Company, P.A. (MNMW) was founded in 1979 in Fort Myers, Florida by Gail Markham. They have always been committed to the communities and the clients they have served. Over the years, we added an office in Naples, Florida while continuing to serve the entire southwest region of Florida. Our firm was built on and remains committed to providing businesses, organizations, and individuals value-based practical solutions for tax, accounting, business advisory services, and litigation support services. Everyone at MNMW appreciates our close relationship with our clients and works hard to earn their trust daily. We believe our team members are the best in the business and have continually provided them with ongoing professional education opportunities and the most advanced technology to allow them to perform at the highest level. We understand that our clients' economic activities in this region make our communities such a wonderful place to visit, live and raise families. Position The Associate, with a focus on tax, will play a pivotal role in delivering comprehensive financial services to client within our tax practice while also servicing clients with needs from MNMW's other practices. This role requires a driven professional with a passion for combining analytical abilities with strategic, common sense thinking to deliver accurate results in fast-paced, dynamic environments. The Associate will thrive on balancing the need for technical accuracy with the ability to communicate questions and needs in a clear and impactful manner to a diverse audience, both at the internal team and client levels. Duties & Responsibilities Reviews tax information submitted by client for completeness; meets with, emails, or calls clients with questions. Possesses knowledge of tax regulations to answer clients' questions that may arise and ensure the accurate entry of data into forms, under supervision of managers and partners. Prepare personal tax returns of varying complexity to show the ability to grow and expand one's technical knowledge. Prepares Corporate, S-Corp, Partnership, and Trust returns that are simple to moderately complex to show the ability to grow and expand one's technical knowledge. Prepares amended and carry back returns for NOLs that are simple to moderately complex. Prepares personal tax projections through use of computer software and detailed client information. Prepares compiled financial statements, under supervision, and performs small business bookkeeping duties, as it relates to preparing a client's final year-end information for tax preparation purposes. These responsibilities would include bank reconciliations, general ledger review and maintenance, preparing adjusting journal entries and preparation of basic financial statements in QuickBooks. Responds to tax notices of any sort and does initial drafts of any letters required. Performs tax research projects requiring minimal expertise to serve client needs and to build one's technical knowledge base. Prepares miscellaneous forms occasionally including property tax refund forms, Form 1099's, and payroll tax returns. Skills & Characteristics Willingness to adapt to and grow inside a highly professional environment. Open and honest communication is essential to success. Possess advanced oral, written & presentation skills to communicate effectively. Ability to work effectively independently and as part of a team - always a “Row the Boat as a team” mentality. Ability to maintain the highest levels of confidentiality and act with integrity and high character. Strong analytical and problem-solving skills plus a willingness to develop stronger process and organizational management skills. Ability to handle multiple priorities and meet deadlines in a fast-paced environment. Commitment to flexibility in constantly changing situations & needs positively while keeping one's goals in mind. Positive attitude & commitment to assisting the staff and the firm in achieving its vision, mission & goals and adhering to its core values. A willingness to do what it takes to be successful individually, as a practice, and as a firm. Qualifications Bachelor's degree in accounting, finance, or a degree in a similar related field. Master's degree in accounting or business administration, or in the process of obtaining, is beneficial. Working toward or have obtained CPA certification is beneficial but not required. Solid understanding and a willingness to learn in the areas of business accounting and client management is required. Highly proficient in MS Office suite (Outlook, Word, Excel, PowerPoint, TEAMs, etc.). An understanding of tax and accounting software (Thomsen-Reuters, CCH, Intuit, etc) is beneficial, but not required. Schedule Normal Office Hours: Monday thru Friday, 800A - 500P This position is an associate -level position within the tax practice and the weekly investment of hours will be 40-50 hours depending on the needs of the firm during a particular week. During annual tax season, there may be a need for additional work hours. Hybrid work opportunities available with approval of practice leader. This position may require some local travel, and travel to national or regional conferences may be required, but on a limited basis. Position is based in either the Fort Myers, FL or Naples, FL office. Remote opportunities are available if the candidate has at least 3 years of experience in a fully remote position.
    $43k-75k yearly est. 60d+ ago
  • Sr. Tax Specialist-Work hard play hard environment-Remote

    Merito Group

    Remote job

    Are you ready for an exciting new challenge in the world of tax? Do you thrive in a fast-paced, dynamic environment where no two days are the same? Do you value work life balance and does having up to 6 weeks of PTO excite you? Then, we have the perfect opportunity for you! Although this is a remote role, you will be expected to occasionally come onsite so living in the DC Metro Area is a requirement. We're seeking a Sr. Tax Specialist to take the lead on complex tax projects for a diverse range of clients consisting of high net worth individuals, professional service firms, real estate, government contractors, construction contractors, and nonprofit organizations. Qualifications: * 5+ years of experience in public accounting * Bachelor's degree in Accounting, Finance or other related business field * Strong written and verbal communication skills * Ability to mentor and train staff * Knowledge of various Tax Software including ProSystem Tax, ProSystem Engagement and BNA preferred Responsibilities: * Point of contact for all tax matters, including tax research analysis, tax return preparation, and IRS audits. * Managing client relationships * Mentor and manage staff If you believe your education and experience are in line with what we're looking for and you are motivated, ambitious, and seeking a new and exciting opportunity, please send me a Word version of your resume to ******************* along with the best times, date and number to reach you at.
    $42k-72k yearly est. Easy Apply 29d ago
  • Tax Specialist

    Tax Alchemy

    Remote job

    Job DescriptionDescriptionWe are looking for a proactive and technically sharp Tax Specialist to develop individual tax plans for clients as part of our strategic wealth planning services. The successful candidate will possess expertise in business and personal tax, finance, bookkeeping, investments, and tax planning strategies. A key responsibility will be the ability to synthesize complex client data to create comprehensive tax plans, which serve as a primary client deliverable. This position will collaborate with other members of the Tax Advisory team, reporting to the Senior Tax Strategist. Minimum Qualifications 2-5 years of experience in tax preparation, tax accounting, tax consulting, or tax planning with a focus on high net worth individuals and/or entrepreneurial businesses Bachelor's degree in Accounting, Finance or a related field Advanced qualification (e.g. EA, CPA) in progress is a plus, completion is preferred Advanced proficiency with efficiency, workflow, communication, and tax preparation software (G-Suite, Slack, CS Planner, UltraTax, CRM platforms, etc.) Knowledge of corporate and personal tax planning strategies Key Responsibilities Build, execute, and document individual tax plans for high net worth clients and business owners Draft technical memoranda (e.g. entity flow charts) and internal documentation (e.g. progress reports) to formally record and support tax strategies for review Assist in the review of complex individual and business tax returns to ensure planning strategies have been implemented Conduct tax research on federal, state, and local issues using professional tax software, summarizing conclusions clearly for review and client guidance Organize and manage the lifecycle of planning projects, tracking deliverables, and ensuring all deadlines are met Communicate effectively with clients in calls, guidance sessions, and Slack channels, presenting information clearly and concisely Actively participate in continuous professional education to maintain technical expertise and stay current with legislative changes Contribute to the development and refinement of departmental best practices and efficient workflows, particularly in the organization of client data and internal documentation Skills, Knowledge and Expertise Demonstrated ability to approach complex client challenges holistically, designing comprehensive, forward-thinking solutions Exceptional ability to manage and prioritize multiple planning engagements and organize voluminous client documentation Meticulous commitment to accuracy and precision in all research, calculations, and document drafting, minimizing errors in strategy execution and final client deliverables Strong written and verbal communication skills; ability to articulate technical concepts clearly to colleagues and clients Demonstrated ability to work effectively and collaboratively with internal and external teams to ensure smooth process execution Proven skill in executing complex calculations, building clear financial projections, and synthesizing tax law into actionable advice Maintains the highest ethical standards and a proven ability to handle sensitive client financial information with complete confidentiality Benefits Remote work Medical, dental, vision, life, and voluntary life insurance 401(k) with company match Paid vacation and sick days Paid holidays Continuing education Teambuilding events
    $50k-81k yearly est. 7d ago
  • Work From Home - Tax Associate - 2+Yrs Paid Tax Experience Required

    Dev 4.2company rating

    Remote job

    Jobs for Humanity is partnering with Intuit to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. This position is open to candidates who reside in and have the legal right to work in the country where the job is located. Company Name: Intuit Job Description Overview Intuit is seeking Tax Associates for the upcoming tax season. If you have an active PTIN, we would love to connect with you! What You Get: Company Benefits: 401(k) savings plan with Intuit matching, paid sick leave, Intuit provided E&O insurance, employee stock purchase plan, employee assistance program, product discounts and free copy of TurboTax Live. As part of this position, you have the opportunity to work 100% remotely, collaborating with an exceptional team from the comfort of your home or office. What you'll bring Who You Are: As a Tax Associate, you have a minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns, using commercial tax preparation software. If you have obtained an Intuit Academy Level 1 badge, you are eligible with 1+ year of recent experience with 30 or more paid tax returns. You are passionate about helping clients navigate the complexities of taxation, and you're committed to enhancing our brand by delighting our customers and empowering them to prepare their taxes. You possess excellent customer service skills, and you are excited to interact with customers through video and audio tools in a professional, friendly, and confident manner. For internal use: tst assoc How you will lead What You Will Do: In this role, you will help our customers complete their taxes using Intuit TurboTax products. By providing tax advice, full service return preparation, tax calculations, and managing product/software inquiries, you will be working toward advancing our goal of “Powering Prosperity Around the World.” You will utilize government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language. This is a virtual, customer-facing role, so you will use our state of the art video communication software to interact with customers, and you will document interactions to maintain accurate records. If you reside in the United States, and are ready to earn supplemental income by helping people with their taxes, APPLY NOW!
    $47k-76k yearly est. 18h ago

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