Tax Compliance Associate
Accruity · Pittsburgh, PA · 1 wk ago
On-siteFinanceFull-time
About the role
We're seeking a Tax Compliance Associate to be the right hand of our Tax Compliance Execution Leader. Accruity is a real estate-focused accounting and advisory firm with a fast-growing tax compliance practice — and we run it through an efficient, offshore-leveraged delivery model where a pay-per-return team handles core return preparation and our onshore staff ensures quality, completeness, and on-time filing.
Responsibilities
- Tax Workpaper Preparation & Review Support – Prepare and maintain all workpapers required to support accurate and complete client tax filings; flag deficiencies before return prep begins so nothing stalls mid-workflow.
- Client Document Intake & Open Item Tracking – Own the client document collection process across all engagements; review every intake for completeness; follow up proactively on missing items; maintain a real-time open item log accessible to you and the Execution Leader at any moment.
- Return Preparation Coordination – Assign, manage, and monitor return prep tasks with our offshore pay-per-return team; enforce firm standards on output quality; escalate delays and deficiencies immediately rather than absorbing them.
- Filing Package Completion – Prepare final filing packages, e-file authorizations, client delivery materials, and internal documentation for every completed return — nothing leaves the system incomplete.
- Client Filing Status Updates – Keep the Tax Compliance Execution Leader and internal stakeholders current on return status, blockers, approaching deadlines, and next steps; maintain visibility so the team can act, not react.
Requirements
- 2+ busy seasons in a meaningful production role at a CPA firm focused on tax compliance — you've lived the pressure of high-volume, deadline-driven execution and know what it takes to push returns through a system without things falling apart.
- 1–3 years of experience in public accounting, tax compliance, or a high-volume tax production environment.
- Ability to manage multiple concurrent engagements without losing details — proven in a real environment, not just described in an interview.
- Process-oriented by nature: you follow systems, improve them when something doesn't fit, and document the fix.
- Clear, concise written communication — you'll coordinate regularly with an offshore prep team and precision matters.
- Hands-on experience with CCH Axcess preferred; exposure to Drake, UltraTax, or equivalent also considered.
- Real estate tax experience (partnerships, K-1s, multi-entity structures) is a plus, not a gate.
- Bachelor's degree in Accounting or Finance required; CPA candidate preferred.
Qualifications
- None specified
Skills
- Strong organizational skills
- Attention to detail
- Experience with CCH Axcess or similar tax software
- Experience with real estate tax compliance
Benefits
- Health, dental, and vision insurance
- 401(k) with matching
- Professional development opportunities
- Variable comp program in development for Q3 2026 rollout
Pay
Base Salary – Commensurate with experience
Schedule
Full-time employees are provided with an Accruity-issued laptop for use during their employment. 1099 contractors are expected to supply and use their own device.
Service
Pittsburgh, PA