Remote Tax Associate (SurePrep, Lacerte)

Parallel Advisors, LLC; United States; Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health care

Dental

Vision

401K matching

Professional development opportunities

Job summary

Parallel Advisors, LLC is seeking a Tax Associate for a fully remote role across the United States. You will support tax engagements, manage client data, and coordinate the tax filing process while collaborating withTax Directors, managers, and financial advisors.

The position requires 2+ years of tax practice experience, familiarity with SurePrep and Lacerte, and strong organizational and communication skills.

Qualifications

• Minimum two years of tax experience in a professional practice (CPA firm or RIA).
• College degree preferred.
• Strong organizational, analytical, communication, and interpersonal skills.
• Ability to work effectively in a fast-paced, deadline-oriented environment.
• CRM experience (Salesforce) a plus.

Responsibilities

• Support team members in meeting timelines and workflows by maintaining client data files.
• Understand and work with tax software including SurePrep and Lacerte.
• Ingest client documents into SurePrep and verify data in Lacerte.
• Coordinate all stages of tax engagements with clients and e-file processes.
• Field inquiries from clients and financial advisors.
• Create client invoices using Canopy software.
• Act as liaison between in-house tax professionals and Parallel stakeholders.
• Assist with ad hoc requests and other projects as needed.

Skills

strong organizational skills

analytical skills

communication

interpersonal skills

Education

College degree

Tools

SurePrep

Lacerte

Canopy

Salesforce

Job description

Parallel Advisors, LLC is seeking a Tax Associate for a fully remote role across the United States. You will support tax engagements, manage client data, and coordinate the tax filing process while collaborating withTax Directors, managers, and financial advisors.

The position requires 2+ years of tax practice experience, familiarity with SurePrep and Lacerte, and strong organizational and communication skills.