About Us:
We are a fast-growing start-up tax advisory firm dedicated to reducing our clients' tax liabilities by providing strategic tax planning, implementation, and compliance services.
Our clients are small to medium-sized business owners, and we meet with them on a quarterly basis to ensure they are up-to-date with new tax laws and to address any tax-related concerns.
Our mission is to develop proactive advisors who simplify taxes for our clients. We believe in respecting everyone, being growth-oriented, acting with integrity, being ready for challenges, and embracing feedback.
As a Tax Associates, you'll work as part of a team of problem solvers, helping simplify taxes for clients from strategy introduction to execution. Your professional skills and responsibilities for this role include but are not limited to:
- Host and lead client meetings, including onboarding, tax planning, and quarterly reviews.
- Collect and input client data into project management software (Karbon) and tax and accounting software (PTO & QBO).
- Review and verify the accuracy of information in Karbon, PTO, and QBO prepared by team members.
- Respond to client inquiries promptly and document processes clearly.
What Makes You Successful:
- Strong planning and organizational skills, avoiding last-minute work
- Genuine love for helping people and building relationships
- Clear and effective communication skills
- Bachelor’s degree in Accounting, Tax, or a related field
- Minimum of 2 years of experience in the field
Job Type: Full-time
Pay: $85,000.00 - $95,000.00 per year
Benefits:
- Health insurance
- Opportunities for advancement
- Paid time off
- Retirement plan
- Work from home
Experience level:
Schedule:
Experience:
- Tax experience: 3 years (Required)
Work Location: Remote