Tax Associate

7 days ago


Center Valley, United States Sourced. Full time
Job DescriptionJob Description

What We Are Looking For:

An exceptional opportunity to become the Tax Associate for this Tax & Business Advisory Firm that designs customized inventive tax strategies for small business owners and high-net-worth individuals. They tailor their tax advising approach by getting to know their clients, their business, and their needs and strategizing and implementing solutions that meet those needs.

Compensation And Benefits:

  • $60,000 - $75,000

  • 100% Remote
  • 401K with Company Match

  • Health Insurance

  • 7 Paid Holidays

  • 3 Floating Holidays

  • 10 days of PTO

  • 1 Day off on Tax Due Date 04/15

  • 3 Days Bereavement Leave for close family

Company Values and Culture:

The culture emphasizes professional growth, collaboration, a family and friendly work environment. They take pride in their corporate citizenship efforts as they support nonprofits around the world and change lives for the better.

Your Responsibilities:

  • Tax Return Preparation:

    • Prepare individual and corporate income tax returns, including Form 1040, 1120, 1065, and 1041.

    • Gather and organize necessary tax documents from clients.

    • Research and apply tax laws and regulations to determine tax liability.

    • Identify and claim available tax deductions and credits.

    • Review tax returns for accuracy and completeness.

  • Tax Compliance:

    • Advise clients on tax planning strategies to minimize tax liability.

    • Monitor changes in tax laws and regulations.

    • Assist with tax audits and examinations.

    • Prepare and file tax extensions and amended returns.

  • Client Service:

    • Respond to client inquiries and provide tax advice.

    • Build and maintain strong client relationships.

    • Educate clients on tax laws and regulations.

  • Administrative Tasks:

    • Organize and maintain tax files and records.

    • Assist with tax research and analysis.

    • Participate in team meetings and training sessions.

  • Qualifications We Require:
    • Bachelor's degree in accounting, finance, or a related field.

    • Minimum 2+ years of tax preparation experience

    • CPA certification or CPA eligible (a plus)

    • Highly proficient with tax laws and regulations.

  • Skills We Are Looking For:
    • Experience with tax software such as Intuit Lacerte, Thomson Reuters, UltraTax, or CCH Axcess.

    • Knowledge of tax planning strategies for various industries.

    • Experience with tax audits and negotiations

    • Excellent analytical and problem-solving skills.

    • Attention to detail and accuracy.

    • Strong communication and interpersonal skills.

    • Proficiency in tax software and accounting systems.

Sourced. is hiring on behalf of this company. We will be working with all candidates during the hiring process. For client confidentiality, we will not disclose our client's name until you are approved for an interview with the client


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