Remote Senior Tax Associate

Insight Global; United States; Remote; USD 85,000 - 105,000; Full time

Job summary

Join a forward-thinking firm as a Senior Tax Associate, where you'll escape the traditional CPA mold and focus on tax compliance and consulting. This fully remote position offers a dynamic environment where you will engage with clients and work on diverse projects. Enjoy a unique bonus structure based on your performance, with opportunities for advancement. Collaborate with a team that values continuous feedback and development while enjoying company-paid trips and unlimited PTO. If you're motivated and ready to take on challenges, this role is perfect for you.

Benefits

Full Benefits

401(k) Matching

Unlimited PTO

Company Paid Trips

Qualifications

• 3-5 years of experience in public accounting, especially in a reviewer role.
• Must have CPA/EA certification or be actively sitting.

Responsibilities

• Prepare higher-level tax returns and intricate planning/projections.
• Teach and review performance of associate reports.

Skills

Public Accounting Experience

Tax Compliance

Tax Consulting

Client Management

Project Management

Communication Skills

Education

Bachelor's Degree in Accounting

Master's Degree in Accounting

Tools

CCH Axcess

CCH Engagement

Job description

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This range is provided by Insight Global. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$85,000.00/yr - $105,000.00/yr

A client of Insight Global is seeking a Senior Tax Associate to join their growing team! This position is fully remote but you must reside in one of the following states to be considered - Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Idaho, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, North Carolina, North Dakota, Ohio, Oklahoma, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Wisconsin, Wyoming.

Our client has broken away from the traditional CPA firm mold. They have shed the audit side of accounting and are focusing on tax compliance, tax consulting, venture capital, wealth growth, tax strategy, and tax structuring. The firm integrates a multi-family feel into a CPA firm by serving as their client's first point advisors when it comes to client's tax, investment, and business management needs. We are looking for smart, personable, and hard-working individuals that want to further their career in tax while also gaining exposure to the venture capital, strategy, and detailed business dealings of a variety of industries. This is an opportunity to learn areas that traditional CPA firms cannot offer.

They have done away with the traditional billable hour goals. All members of the team will be involved in a dollar amount book of business that determines quarterly bonuses. You pick your workload. The bonus structure has very high potential for those wanting to work and learn more. They averaged 20% of salary bonuses in 2024 and with efficiencies increasing, this is expected to grow relative to your book.

Opportunities for advancement are available and encouraged. By placing an emphasis on planning and projections and extending 100% of their clients, they have created a more uniform work year instead of long and draining tax seasons. Additionally, the firm comes together at least 2-3 times a year for training, working, and fun. Destinations they have been to and have planned include San Diego, Nashville, Miami, Scottsdale, and Cabo.

Responsibilities:

• Senior will report directly to the manager and signer on the account.
• Senior will be responsible for the preparation of higher-level tax returns, intricate planning/projections, extensions and estimated taxes, and the completion of applicable transactions.
• Senior will have a direct report associate that they will be responsible for teaching and reviewing performance and work. We encourage continuous feedback and development.
• Senior will be included on day-to-day client correspondences and will be active in maintaining client accounts and fulfilling client requests.
• Senior will be included in higher level meetings to learn more intricate strategies that the company is involved in.

Requirements:

• Bachelors or Masters Degree in Accounting or related field
• CPA/EA certification or actively sitting
• 3-5 years of experience in public accounting – must have experience in a reviewer role.
• Software experience required: CCH Axcess and CCH Engagement
• Experience with income tax returns such as: high net worth individuals, pass-throughs, trusts/estates, individuals, gift taxes, etc.
• Must have a go-getter, super motivated personality – willing to take on challenges and enjoy working in a fast-paced environment
• Ability to handle a variety of different projects at once
• Adaptable and open-minded, not fearful of change or the unfamiliar

Compensation:

$85,000.00 to $105,000.00 per year annual salary.

Exact compensation may vary based on several factors, including skills, experience, and education. Benefit packages for this role may include full benefits, bonuses, 401(k) matching of 5%, unlimited PTO, company paid trips and more!

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing, Consulting, and Finance

• Industries

  Accounting and Financial Services

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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