Tax Accounting Advisor

The Client is a steadily growing, modern accounting firm supporting small to mid-sized businesses across the U.Their clients include landscapers, roofers, web designers, doctors, and other busy small business owners they value deeply. They offer a monthly subscription model covering bookkeeping, business tax, and personal tax services, allowing them to support clients year-round. They are proud to be ranked in the top 10% of accounting firms nationwide on Clutch.  

They are looking for a highly-skilled and reliable Tax Associate to work alongside their tax managers.

Track tax preparation statuses - reviewing client questionnaires, gathering tax documents, reminding clients which tax documents are missing
Prepare tax returns in Ultra Tax
Tax planning support - review what quarterly tax estimates have been sent to the client and paid
Supporting US tax managers

2+ years experience in US Taxes
~Experience in Quickbooks Online
~ Tech savvy - able to navigate Zoom, Slack, etc and learn new software quickly
~ Excellent communication skills with both clients and team members across digital channels and an innate desire to build relationships
~ Bookkeeping skills, general knowledge of payroll and accounting principles
~ Accounting degree

Flexible schedule (40 hours per week (typically 8:30-4:30 ET but schedule is flexible)
~10 days PTO and all US federal holidays off
~ Elevate and Delegate is not involved in processing your payroll. Vacation Leaves and Holidays :
While we may have recommendations or guidelines regarding vacation leaves and holidays, the decision is entirely at the discretion of the client.