Tax Accounting Associate

This is not a job. It’s a transformational career move and home.

Are you a smart, driven CPA, EA, or tax pro who likes critical thinking and values her life outside work?

Do you enjoy helping people with tax and accounting but are tired of the burnout of the old-school accounting firm model?

Do you do great work and like having weekends and days off?

Then this is not just a job it's a home and a career opportunity.

his is not a job. It’s a transformational career move and home.

Are you a smart, driven CPA or EA and mom who likes intellectual challenges and values her life outside work?

Are you done with the burnout and politics of the traditional accounting firm?

Want to progress your career without being forced to take out a loan to buy into a partnership or miss out on your kids and hobbies?

At our modern accounting firm, you will enjoy hybrid and remote work options, 5 weeks of paid time off, and several Fridays off in the summer.

You also get workload planning to reduce your hours during tax season.

The key performance outcomes of a Senior Tax Manager are:

Technical

1. Create returns for S-Corps, C-Corps, LLCs, partnerships with multiple partners, K-1s for multiple states for the reviewer
2. Assist with or complete tax planning, sales tax, and other tax needs
3. Complete monthly bookkeeping, reconciliation, financial trend analysis, and other accounting work for the reviewer
4. Assist with responses to IRS notices

People Management:

1. Be coachable.
2. Teach and review basic accounting and tax work from more junior people

Process

1. Follow established processes to ensure high-quality results
2. After you know the process, make suggestions to improve processes
3. Use ClickUp and other modern tools to make work easier and simpler

Get Rewarded for Your Work:

Get bonuses for:

1. Referring clients
2. Google reviews
3. Your work performance

Believe in the Mission:

1. Be excited to join a top team that is helping business owners with $1M to $30M in revenue to grow net income, not just avoid taxes.

Client Facing Role:

1. Learn to manage client relationships
2. Assist in solving complex issues, conduct remote meetings with clients, and answer client questions.

Qualifications:

1. 2+ years as a SENIOR Tax Associate with much of your work not needing review
2. Have a robust and consistent home internet connection and a work environment conducive to video and phone calls
3. Enrolled Agent or CPA is helpful, but we will train the right person

COMPENSATION AND BENEFITS:

1. WORK FROM HOME
2. Salary and Bonus Pay
3. 3 weeks of paid time off
4. Group health insurance, life, vision, and dental insurance
5. 401(K) with matching
6. Flexible schedule