Senior Tax Associate

We are a 100% virtual CPA firm with our team located all over the United States. As a real estate niche-focused firm, we serve Real Estate Investors, Syndicates, and Fund Managers. Our team has a passion for real estate and often owns investment properties themselves.

We are on a mission to change the accounting industry by creating the premier people-first firm where strong and talented team members will thrive. We are innovators of tax services and firm culture with work-life integration. We accomplish this by using the best technology and automation on the market, providing unlimited vacation and sick days, fostering an autonomous work environment, offering ongoing training, and providing health insurance and 401(k) matching.

As a Senior Tax Associate at our firm, you will complete reviews of Individual, Partnership, and S-Corporation tax returns as well as the corresponding work papers that support those tax returns. Senior Tax Associates will also provide technical input on tax and accounting issues, research tax solutions, provide training to less experienced staff, and nurture client relationships.

Team members who thrive at our firm have excellent time management skills, are self-starters, adaptable, take pride in their work, and work well in an autonomous environment.

Annual Salary + Bonus: $78,000-$90,000

• Conduct first-level technical reviews of tax returns and supporting documents, ensuring completeness and accuracy
• Consult with clients via email or phone, as needed, being responsive to their communications (24-48 hour turnaround time) and ensuring all client promises are delivered upon timely
• Prepare complex tax returns involving 1031 transactions or Form 3115
• Mentor and develop peers and associates through continuous feedback loops
• Research complex tax issues and provide recommendations for resolution
• Coordinate with federal and local tax authorities to resolve client notices
• Stay updated on changes in tax laws and procedures

• Timeliness and accuracy of deliverables and work papers
• Happiness rating of clients
• Development of your technical skills

• Clean background with no noise or distractions
• Business casual attire for client interactions
• Always use video (80% of communication is non-verbal)
• We provide a laptop and an annual $500 tech reimbursement for computer/tech accessories

• You’re friendly, have a sense of humor, enjoy helping and teaching others, and speak kindly of others
• You’re disciplined and thrive in a fast-paced environment that is in relentless pursuit of changing the accounting industry
• You have exceptional time management and supervisory skills
• You possess excellent communication and listening skills, breaking down barriers to solve problems and improve operational performance
• You take ownership of your work, clients, and team members and drive projects to the finish line
• You love working with and speaking to clients, delivering results, and improving their lives

• Bachelor’s or Master’s in accounting from an accredited college or university
• Minimum of 3 years preparing and reviewing 1040s, 1065s, and 1120-S tax returns
• Experience with real estate tax matters and multi-state tax returns
• CPA or EA certification preferred