Remote Tax Associate | CPA/EA | Client-Focused

Duncan Financial Group; Pennsylvania; On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive Compensation

Vision Insurance

Company Paid Disability Insurance

401(k) with Safe Harbor Match

Paid Time Off

Paid Holidays

Job summary

Duncan Financial Group in Pennsylvania seeks a Tax Associate to prepare individual and business tax returns. This full-time remote position demands a strong background in accounting and taxation, and excellent client service skills.

The ideal candidate will have a Bachelor's degree, CPA or EA designation, and at least 3 years of relevant experience. Key responsibilities include tax preparation, compliance assurance, and financial reporting support.

Competitive compensation and a comprehensive benefits package, including paid time off, vision insurance, and 401(k) matching.

Qualifications

• Bachelor's degree in Accounting, Finance, or Business Administration required.
• Current CPA or IRS EA designation required.
• Minimum of 3 years of experience preparing tax returns and prior related experience preferred.
• Strong knowledge of accounting and federal tax regulations.

Responsibilities

• Prepare accurate and timely tax returns for individuals, partnerships, corporations, and nonprofits.
• Ensure compliance with federal, state, and local tax regulations.
• Process daily transactions and prepare journal entries.
• Assist with month-end closings and internal financial statements.

Skills

Tax return preparation

Accounting principles

Client communication

Analytical skills

Microsoft Excel

Education

Bachelor's degree in Accounting, Finance, or Business Administration

Certified Public Accountant (CPA) or IRS Enrolled Agent (EA) designation

Tools

LaCerte

TaxDome

QuickBooks

Job description

Duncan Financial Group in Pennsylvania seeks a Tax Associate to prepare individual and business tax returns. This full-time remote position demands a strong background in accounting and taxation, and excellent client service skills.

The ideal candidate will have a Bachelor's degree, CPA or EA designation, and at least 3 years of relevant experience. Key responsibilities include tax preparation, compliance assurance, and financial reporting support.

Competitive compensation and a comprehensive benefits package, including paid time off, vision insurance, and 401(k) matching.