Tax Associate — Remote Tax Advisory & Compliance

Focus Partners Wealth – Tax Associate

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate. The individual selected for this opportunity will be a part of a dynamic team of professionals working with athletes, entertainers, entertainment industry professionals and other high-net-worth and ultra-high-net-worth individuals.

• Analyze, review and compile tax return data.

Prepare federal, state and local income tax returns for individuals and businesses.

Prepare extensions and assist with tax notices as needed.

Prepare quarterly tax estimates and assist with tax projections.

Perform work accurately and in a time efficient manner, with strong attention to detail, organization, and follow through.

Gain technical knowledge by researching and learning tax laws as required.

Analyze client information and offer recommendations for reducing client tax liabilities.

Communicate effectively with tax managers, advisors, and their clients in a timely and professional manner.

Operate in a fully compliant manner to protect clients’ and the firm’s information.

Act as a resource to the business management team for tax planning, tax research, and ongoing education of tax-related developments.

• A Bachelor’s degree in Finance or Accounting with a minimum of 1+ years’ relevant experience.

A demonstrated focus on preparing individual, S-corporation and partnership tax returns.

Superb written and verbal communication skills; strong problem solving, technology, communication and organizational skills.

Proficiency in Microsoft Office applications, including Excel, and proven ability to learn other technology.

Notable attention to detail, self-initiated follow-through, and outstanding time management.

Ability to work individually and in a team atmosphere.

The willingness and ability to work additional hours, as needed, during busy season.

CPA, CPA candidate or EA granting the ability to represent clients before the IRS.

Experience preparing multi-state tax returns.

Experience with Pro System fx® Tax, CCH Axcess and BNA Income Tax™ Planner.

Compensation Range: $21/hr - $26/hr

At Ins Cipher, our commitment to our customers is what drives us. Ours is a culture of innovation and progress. We are a creative team of doers constantly striving to develop value-driven products and services for our customers. Our ultimate goal is to become the trusted authority and leading partner for state departments of insurance, surplus lines associations, and brokers nationwide.

We’re achieving that goal by enhancing every facet of our customers reporting and tax filings through education and innovative, streamlined compliance solutions. We’re growing fast and want you to be a part of it!

We’re looking for a talented, detail-oriented Tax Associate
- Remote to join our team. Under the direction of the Filing Services Team Lead this role will be responsible for completing filings, reports, and reconciliations of surplus lines taxes in all states.

• Timely and accurately complete state regulatory surplus lines tax filings
• Ensure proper documents are received and reviewed from client submission
• Conduct compliance and quality review on documents, state legislation, codes and procedures associated with surplus lines tax filing
• Maintain working knowledge of surplus lines tax regulations
• Reconcile filings with Ins Cipher Connect platform and state transaction reports
• Assist in directing other team members as needed to maintain compliance with all surplus lines tax filings
• Manage multiple priorities in a high-volume position, deliver timely and accurate work products with a focus on customer service, and respond with a sense of urgency as required
• Assist with any surplus lines audits, verifying transactions, documents, and filings
• Assist with surplus lines calls and accurately and efficiently respond to emails, outlook tasks, and voicemails
• Provide technical assistance to Ins Cipher Connect clients
• Coordinate multiple projects, ensuring timely and accurate deliverables and effectively resolve any issues that…