Tax Associate II

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All Full Time 30-39 Hour Austin, TX, US

Salary Range: $23.17 To $36.30 Annually

Job Description:
Tax Associate II

Job Title

Tax Associate II

Department

Tax

Level 5 - Experienced

Reports To

Tax Manager

FLSA Classification

Non-Exempt (hourly; eligible for overtime)

Employment Type

Full-time

Work Location

Austin, TX (Stassney Lane and Cesar Chavez Street offices).

Hybrid or In-person.

Pay Range

$23.17 - $36.30 per hour, based on experience

Ramirez Accounting Services, LLC (RAS) provides bookkeeping, tax and payroll services to businesses and individuals. Our team helps clients keep accurate, organized records so they can make sound decisions and meet their deadlines with confidence.

Position Summary

The Tax Associate II independently prepares standard individual and business tax returns, reconciles source documents to the return, researches routine tax questions and corrects issues found in review. This role also handles sales tax compliance, information returns and client tax questions. Returns are reviewed by a Senior Tax Associate, Tax Supervisor or Tax Manager before filing.

Essential Duties and Responsibilities

The duties below are the essential functions of this position.

Duty Area

Key Tasks

Time

Tax return preparation

• Prepare individual and business federal and state returns independently.
• Reconcile client source documents to each return.
• Support year-end accounting cleanup needed to prepare returns.

35%

Source-document review and quality checks

• Review source documents for completeness before preparation.
• Check returns for accuracy, completeness and compliance before submitting them for final review.
• Correct review notes promptly.

20%

Client meetings and service

• Meet with clients to gather tax information and explain results.
• Answer client tax questions and request missing information.

15%

Sales tax, information returns and state compliance

• Prepare and file sales tax returns.
• Prepare 1099-NEC and other information returns.
• Handle business and entity openings and closures with state agencies.

15%

Tax research and continuing education

• Research routine tax questions and document the answer.
• Stay current on tax law, IRS requirements and firm procedures.

10%

Records and time tracking

• Maintain accurate client records and protect confidential taxpayer information.
• Record time to each client in Canopy.

5%

Total

Time estimates are approximate and change with client needs and deadlines.

100%

Other duties: Support special projects and other related duties as assigned by management. These are not essential functions of the position.

Decision-Making Authority

May decide independently

• Preparing and checking returns, sales tax filings and 1099 forms
• Identifying missing information
• Resolving routine tax issues and making routine corrections
• Prioritizing workload

Requires approval

• Final return filing (e-file)
• Complex or unusual tax situations and significant tax positions
• Matters involving compliance or financial risk
• Exceptions to firm policies
• Fee adjustments and payment arrangements

Qualifications

Required: meet one qualifying pathway

• Education path:Associate degree in accounting, finance or taxation plus 1 year of relevant tax experience.
• Experience path:No college degree. At least 2 years of relevant tax experience.

A college degree is not required when the experience path is met. Related military training and duties may satisfy a pathway when the candidate demonstrates the required skills.

Required skills

• Hands-on preparation of standard individual and business returns
• Reconciling source documents to the return
• Professional tax software and correcting review notes
• Working knowledge of federal and…