Tax Associate

ER Associates, Inc.; Minneapolis (MN); Remote; USD 70,000 - 80,000; Full time

Benefits offered by this job

Remote work environment

Benefits package

Job summary

ER Associates, Inc. is seeking a detail-oriented Tax Associate to join its growing tax team in a remote US-friendly role.

You will assist in preparing and reviewing individual and business returns, support planning engagements, and contribute to tax research and quality assurance initiatives while delivering high-quality services for clients. This early-career position offers a remote work environment, a competitive salary of $70,000 to $80,000 per year, plus a 5% annual bonus target, with

Qualifications

• Prepare and review pro forma and final tax returns under guidance of experienced professionals.
• Assist tax engagements for individuals, trusts, partnerships, and corporations.
• Support amended returns and tax notices; contribute to projections and planning.

Responsibilities

• Prepare and review pro forma and finalized tax returns.
• Assist with tax engagements for individuals, trusts, partnerships, S corporations, and C corporations.
• Assist with amended tax returns and tax notices.
• Contribute to tax projections and planning engagements.

Skills

Tax preparation

Tax planning

Tax research

Quality assurance

Client service

Education

Bachelor's degree in Finance, Business, or a related field

Tax accounting or taxation concentration preferred

Job description

Tax Associate

Location: Remote - United States
Employment Type: Full-Time
Salary: $70,000-80,000 per year
Annual Bonus: 5% target

Position Overview

Company is seeking a detail-oriented and analytical Tax Associate to join its growing tax team. This role supports the preparation and review of individual and business tax returns, tax planning engagements, tax research, and quality assurance initiatives while helping deliver high-quality tax services to clients. This is an excellent opportunity for an early-career tax professional to strengthen their technical expertise, gain exposure to a diverse client portfolio, and develop a long-term career in tax preparation, compliance, and consulting.

Working collaboratively with tax professionals, financial advisors, and internal stakeholders, the Tax Associate will contribute to accurate and timely tax deliverables, responsive client service, and continuous improvement across tax operations. The position offers a remote work environment, competitive compensation, an annual bonus opportunity, and professional growth potential.

Key Responsibilities

1. Tax Preparation & Planning - 60%

• Prepare and review pro forma and finalized tax returns under the guidance of experienced tax professionals.
• Support tax engagements involving individuals, trusts, private foundations, estates, partnerships, S corporations, and C corporations.
• Assist with amended tax returns and tax notices.
• Contribute to tax projections and planning engagements by analyzing financial information and identifying potential tax-saving opportunities.
• Collaborate with clients and financial advisors to gather tax documents and supporting information.
• Support quality assurance procedures to ensure tax returns are accurate and compliant.

2. Tax Research & Analysis - 10%

• Research tax issues related to specific client situations.
• Assist in interpreting and applying federal and state tax laws and regulations.
• Analyze financial statements, asset transactions, and tax documentation.
• Monitor tax legislation and regulatory updates to maintain current technical knowledge.

3. Tax Operations - 15%

• Collect, organize, and process tax documents from clients and financial advisor teams.
• Support document intake, workflow coordination, and tax preparation processes.
• Assist in evaluating client tax complexity and identifying additional documentation requirements.
• Provide day-to-day operational support to the Tax Operations team.

4. Tax Expertise & Professional Development - 10%

• Maintain current knowledge of tax compliance requirements, regulations, and industry best practices.
• Develop proficiency in tax preparation software, internal systems, and procedures.
• Build expertise in at least one area of taxation each year through continuing education and independent learning.
• Actively pursue CPA or Enrolled Agent (EA) certification.
• Monitor tax industry developments to improve technical knowledge and service delivery.

5. Team Collaboration - 5%

• Participate in organizational and process improvement initiatives.
• Build effective working relationships with tax colleagues, financial advisors, and other internal stakeholders.
• Collaborate with team members to improve productivity, efficiency, and service quality.
• Share knowledge and support colleagues as appropriate.
• Contribute to a positive, inclusive, and collaborative team environment.

Professional Development & Team Collaboration

• Develop proficiency in tax preparation software, internal systems, and established procedures.
• Build deeper technical expertise in at least one area of taxation through continuing education and independent learning.
• Actively pursue CPA or Enrolled Agent (EA) certification.
• Collaborate with colleagues and financial advisors to improve service quality, efficiency, and team effectiveness.
• Participate in process improvement initiatives and contribute to a professional, inclusive, and client-focused team environment.

Qualifications & Requirements

Education

• Bachelor's degree in Finance, Business, or a related field; a bachelor's degree in Accounting is preferred.
• A degree with a concentration in tax accounting or taxation is relevant to the role.

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