Tax Associate

John Ingraham, LLC an E.A. Buck company; Denver (CO); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Health, dental & vision insurance

401k with generous matching

PTO and paid holidays

Job summary

E.A. Buck Accounting & Tax Services (EABATS) is seeking a Tax Associate to join our Denver office. The role focuses on preparing individual and business tax returns, providing bookkeeping support, and collaborating with teams across the Buck enterprise. The position is full-time and on-site in Denver, CO.

The candidate should be detail-oriented, with at least one tax season of experience; background checks apply. A background in accounting and client service is essential.

Qualifications

• Bachelor’s Degree preferred.
• Minimum of one full tax season of relevant experience
• Enrolled Agent (EA) credential preferred, but not required
• Background check including fingerprinting and reference checks required

Responsibilities

• Prepare individual and business tax returns and assemble tax workpapers.
• Coordinate delivery and presentation of completed tax returns, including DocuSign where appropriate.
• Respond to client questions and schedule appointments throughout the year.
• Prepare billing for completed tax returns and track deadlines.
• Gather and reconcile bank statements to support monthly reconciliations.
• Prepare financial statements such as P&L and balance sheets.

Skills

Tax return preparation

Bookkeeping

Account reconciliation

Client communication

Education

Bachelor’s Degree

Job description

E.A. Buck is a growing financial services company with dual headquarters in Denver and Honolulu. We are seeking a Tax Associate to join E.A. Buck Accounting & Tax Services (EABATS) in our Denver office! The Tax Associate prepares individual and business tax returns while providing bookkeeping, account reconciliation, and client support. This role also collaborates with other teams across the Buck enterprise as needed.

This opportunity is ideal for a detail-oriented, self-motivated professional who has completed at least one tax season and enjoys balancing tax preparation, accounting responsibilities, and responsive client service.

The candidate will be based in Denver, Colorado. This is a full-time, on-site position; remote work is not permitted.

Candidate will be based in Denver, CO.

This position is a full-time position, working on-site at our Denver office.

NOTE: Only people who are currently living in Colorado will be considered for this role.

Salary / Benefits Package

• Base Salary range of $60,000 to $85,000 per year, based on experience.
• Competitive benefits package including 100% employer paid health, dental, and vision insurance.
• Eligibility to enroll in health savings account, flexible savings account, and more.
• Paid vacation (PTO) and paid holidays.
• Join our mission-driven company and partake in 401k with generous matching.

Duties and Responsibilities

• Prepare individual and business tax returns and assemble accurate, organized tax workpapers and supporting documentation.
• Coordinate delivery and presentation of completed tax return packages, including electronic delivery through DocuSign when appropriate.
• Respond to client questions, schedule appointments, follow up on document requests, and assist with client servicing throughout the year.
• Prepare billing for completed tax returns and help meet established tax and client-service deadlines.
• Gather and reconcile bank statements and transaction information to support monthly account reconciliations.
• Accurately classify revenue and expense transactions, maintain records, and protect the integrity of internal systems and client data.
• Prepare financial statements, including profit and loss statements and balance sheets.
• Assist with applicable general excise tax filings and other assigned accounting or tax filings.
• Research tax and accounting questions, monitor relevant regulatory changes, and assist clients with notices, refunds, and related matters.
• Participate in continuing education, department projects, and cross-functional initiatives as needed.

Job Requirements

• Bachelor’s Degree preferred.
• Minimum of one full tax season of relevant experience
• Enrolled Agent (EA) credential preferred, but not required
• Job offer is contingent upon successful completion of a background investigation, inclusive of fingerprinting and reference checks.

Prior experience in one or more of the following preferred:

• Administrative support, meeting coordination, or project tracking.
• Operational workflows, document management, or process improvement.
• Financial services, retirement plan administration, or recordkeeper support.
• Enrollment processing, implementation coordination, or provider documentation

Preferred Skills & Qualifications

• Experience preparing individual and/or business tax returns.
• Familiarity with bookkeeping, account reconciliation, and financial statement preparation.
• Ability to manage multiple priorities and meet deadlines, particularly during tax season.
• Self-directed, detail-oriented, and motivated to keep learning as tax laws and procedures change.
• Comfort communicating directly with clients and collaborating across teams.