Tax Associate

Cookie Finance, Inc.; Richmond (VA); Vor Ort; USD 55.000 - 75.000; Vollzeit

Zusammenfassung

Cookie Finance, Inc. is seeking a Tax Associate to support growth and serve clients ranging from creators to small businesses. You’ll help prepare and optimize tax filings, discuss strategies, and contribute to high-quality client experiences.

You will collaborate with bookkeeping and payroll teams, receive hands-on training, and have opportunities for ownership as the firm scales. Strong communication and organizational skills are essential.

Qualifikationen

• 1 year of tax preparation experience.
• Strong customer service and communication skills.
• Excellent organizational and analytical abilities.
• Proficiency in general accounting software is a plus.

Aufgaben

• Meet with clients to develop personalized tax strategies and identity optimization opportunities
• Manage preparation of complex filings including 1040, Partnership and S Corp returns
• Partner closely with bookkeeping and payroll teams to deliver exceptional client experiences
• Take on expanding responsibilities as our firm scales, with comprehensive training and career development support

Kenntnisse

Tax preparation

Customer service

Communication skills

Organizational skills

Analytical thinking

Tools

Accounting software

Jobbeschreibung

About the Role

As a Tax Associate at our fast-growing firm, you’ll play a critical role in supporting our amazing and creative clients, many of whom are industry-leading content creators, entrepreneurs, and influencers. You won’t just be working with numbers behind the scenes — you’ll be front and center, helping clients understand and manage tax obligations with clarity and confidence. You’ll help clients navigate complex tax situations, identify opportunities for optimization, and ensure they’re positioned for success come tax season and beyond.

We’re growing fast. That means you’ll get direct exposure to leadership, be involved in high-impact conversations, and have real opportunities for growth and ownership as we scale.

What You’ll Own

• Meet with clients to develop personalized tax strategies and identity optimization opportunities
• Manage preparation of complex filings including 1040, Partnership and S Corp returns
• Partner closely with bookkeeping and payroll teams to deliver exceptional client experiences
• Take on expanding responsibilities as our firm scales, with comprehensive training and career development support

What We’re Looking For

Must haves:

• Minimum of 1 year experience in tax preparation
• Strong customer service and communication skills
• Excellent organizational, analytical, and problem-solving abilities

Nice to haves:

• Proficiency in general accounting software
• 2-3 years experience in tax preparation