Tax Associate

Role Overview:

• This fully remote Tax Associate role sits within a fast-growing RIA firm, working closely with Tax Managers and financial advisors.
• You will support tax organization management, client document handling, and team administrative tasks while delivering high-touch client service.

Key Responsibilities:

• Coordinate tax engagements from start to finish, including sending organizers, sorting client documents, and verifying data imported into Lacerte.
• Create client invoices using Canopy, field inquiries, and act as a liaison between internal tax professionals and other stakeholders.
• Assist the Tax Director and Tax Managers with ad hoc requests and cross-functional projects supporting the firm's mission.

Qualifications:

• Minimum two years experience in a professional tax practice, such as a CPA firm or RIA tax department.
• Familiarity with key tax software, particularly SurePrep and Lacerte, plus strong organizational and analytical skills.
• Ability to work effectively in a fast-paced, deadline-oriented environment and manage multiple competing priorities.

Compensation & Benefits:

• Salary range of $55,000 to $75,000 per year based on experience, plus opportunity for a discretionary semi-annual incentive.
• Benefits include health care, dental, vision, 401K matching, and support for professional development and continuing education.