Tax Associate

What You’ll Do

• Prepare personal and business tax returns as needed.
• Assemble tax workpapers in a clear, organized, and functional manner with appropriate notations.
• Present completed tax return packages to clients in person or electronically through DocuSign, as needed.
• Service clients by taking calls, scheduling appointments, and assisting walk-in or drop-in clients.
• Generate billing for completed returns.
• Communicate with clients to obtain bank statements, transaction details, and other required documentation.
• Accurately enter financial data into internal EABATS systems.
• Maintain data integrity within CRM systems, internal processes, and databases.
• Generate profit and loss statements to provide clients with a clear view of their finances.
• Generate balance sheets to reflect clients’ financial position, including assets, liabilities, and equity.
• Assign and maintain revenue and expense transaction coding and classifications.
• Process monthly, quarterly, or semi-annual General Excise Tax filings for clients.
• Research special tax and accounting issues as needed.
• Stay current on tax guidance, rules, regulations, and industry changes.
• Provide client support outside of tax season, including assistance with tax notices, refunds, and related matters.
• Remain up to date with continuing education requirements, as applicable.
• Support special projects and other tax or accounting-related duties as assigned.

What We’re Looking For

• Bachelor’s degree preferred, but not required.
• Minimum of one full tax season of experience required.
• Enrolled Agent, also known as EA, preferred but not required.
• Experience preparing personal and/or business tax returns.
• Strong client service skills and ability to respond to inquiries in a timely and professional manner.

Pay & Perks

• Base salary range of $50,000 to $60,000 per year, based on experience.
• Competitive benefits package including 100% employer-paid health, dental, and vision insurance.
• Eligibility to enroll in health savings account, flexible savings account, and more.
• Paid vacation, also known as PTO, and paid holidays.
• Join our mission-driven company and partake in 401k with generous matching.