Jobs · Finance · Pennsylvania

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

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