Tax Associate

We are on a mission to change the accounting industry by creating the premier people-first firm where strong and talented team members will thrive. We are innovators of tax services and firm culture with work-life integration. We accomplish this by using the best technology and automation on the market, offering unlimited vacation and sick days, fostering an autonomous work environment, providing ongoing training, and offering health insurance and 401(k) matching.

As a Senior Tax Associate at our firm, you will prepare and review Individual, Partnership, and S-Corporation tax returns as well as the corresponding workpapers that support those tax returns. You may prepare and/or review other income tax returns, such as Corporation, Gift, and Trust returns as needed. Senior Tax Associates will also identify missing or incomplete data by conducting initial file reviews and communicate directly with the client, via email, phone, Loom, or Zoom to request these documents.

We are a 100% virtual CPA firm, with our team located across the United States. As a real estate niche-focused firm, we serve Real Estate Investors, Syndicates, and Fund Managers. Our team has a passion for real estate and often owns investment properties themselves.

Team members who thrive at our firm have excellent time management skills, are self-starters, adaptable, take pride in their work, and work well in an autonomous environment.

Areas of Responsibility

• Review basic tax returns and supporting documents, ensuring completeness and accuracy

• Prepare complex tax returns and supporting documents, including preparing Form 3115 and reporting 1031 exchanges, ensuring completeness and accuracy

• Consult with peers, supervisors, and clients - being responsive to their communications (same-day response time, or adhering to external 48-hour times as applicable )

• Adhere to professional ethics of the firm and AICPA, including policies regarding client confidentiality

• Seek licensing such as EA or CPA

• Prepare and/or review documents and response letters to resolve client notices

• Assist in various projects throughout the year including, but not limited to, client proposals, rolling forward workpapers, and development of training materials

• Attend relevant CPE to develop and enhance technical and process-related skills

Measures for Success

• Timeliness of deliverables and workpapers, reflected by production metrics

• Accuracy of deliverables and workpapers, reflected by instant tax feedback quality ratings, and

• Development of your technical skills, reflected in instant tax feedback quality ratings and ability to tackle projects of greater complexity

• NPS ratings from clients

Expectations for remote work

• Clean background with no noise or distractions

• Business casual attire for client interactions

• Always use video (80% of communication is non-verbal)

• We provide a laptop and an annual $500 tech reimbursement for computer/tech accessories

You’re a Good Fit For Our Culture If:

• You’re friendly, have a sense of humor, enjoy helping and teaching others, and speak kindly of others

• You’re disciplined and thrive in a fast-paced environment that is in relentless pursuit of changing the accounting industry

• You have exceptional time management and supervisory skills

• You possess excellent communication and listening skills, breaking down barriers to solve problems and improve operational performance

• You take ownership of your work, clients, and team members and drive projects to the finish line

• You love working with and speaking to clients, delivering results, and improving their lives

Required Education and Experience:

• Bachelor's degree in accounting from an accredited college or university

• Minimum of 2 years of relevant professional experience, with 3 years experience as an associate recommended

• CPA or EA certification preferred

**This is a fully remote position.