Remote Tax Associate

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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