Tax Associate

Pandowealth; United States; Remote; USD 50,000 - 80,000; Full time

Job summary

A financial services company is seeking a Tax Associate to support clients’ tax needs remotely. This full-time position involves preparing tax returns, ensuring compliance with regulations, and maintaining client relationships. The ideal candidate should have a bachelor's degree in accounting or finance, be pursuing CPA or EA certifications, and possess strong analytical and communication skills. Compensation ranges from $50,000 to $80,000, along with comprehensive benefits and unlimited vacation.

Benefits

Unlimited vacation time

Health, dental, and vision insurance

401(k) retirement plan with 5% company match

Paid maternity/paternity leave

Qualifications

• Must have or be pursuing CPA or EA requirements.
• 0-2 years of experience in tax or financial services.
• Technically savvy and capable of remote work.
• Experience with detailed assignments.

Responsibilities

• Assist in preparing tax returns.
• Ensure compliance with tax regulations.
• Analyze tax implications for transactions.
• Conduct research on tax laws and updates.

Skills

Analytical problem-solving

Attention to detail

Excellent communication

Time management

Adaptability

Education

Bachelor's degree in Accounting, Finance, or related field

Tools

Google Drive

Salesforce

Job description

We are Pandowealth. Our mission is to provide financial wisdom and leadership to the quickly growing network of Chick-fil-A store Operators and Support Center Employees across the nation. We are searching for a talented Tax Associate to join our growing team of experts whose knowledge and skills will make a difference in the lives of our clients and their families. We feature a competitive comp package and benefits, visionary leadership, a quickly growing organization focused on excellence and developing a highly efficient culture, and an emphasis on a family-first approach with our team.

We are currently seeking a Tax Associate to serve our clients’ tax needs in a timely and accurate manner. This person will play a crucial role in supporting our clients' tax needs while gaining valuable experience in the field of taxation and accounting.

If this sounds like you, then keep reading!

Role Overview

Are you ready to find an opportunity where your analytical problem-solving directly supports strategic financial planning? Are you a thoughtful, deliberate, and precise craftsman with an eye for managing details? Do you thrive in a systematic environment and enjoy structure with completing your work? We are looking for someone passionate about precision and problem-solving, and is ready to make a meaningful impact.

Responsibilities

• Assist in preparing tax returns.
• Ensure compliance with federal, state, and local tax regulations.
• Verify the accuracy of financial data and documentation.
• Collaborate with clients to gather necessary tax-related information and documents.
• Address client inquiries and provide thorough explanations regarding tax matters primarily via email.
• Support managers and advisors in maintaining strong client relationships with clear and professional communication.
• Conduct research on tax laws, regulations, and updates.
• Analyze tax implications for various financial transactions.
• Stay updated on changes in tax legislation and their impact on clients.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field
• Must have or be pursuing the requirements to be a licensed Certified Public Accountant (CPA) or Enrolled Agent (EA)
• Demonstrated quality service mindset, strong technical aptitude, and critical thinking skills
• Excellent communication, time management, and project management skills; flexible and adaptable team player; and resourceful in delivering high-quality work
• 0-2 years of experience in tax or financial services
• Excellent communication skills (verbal, written, and listening
• Technically savvy and capable of integrating into a virtual work environment
• Works well with detailed assignments
• Experience with Google Drive
• Experience in Salesforce is preferred
• Demonstrates personal integrity, honesty, and can deal with confidential information daily
• Models professionalism in the workplace and when speaking with clients and vendors
• Ability to deal with stress in an ever-changing investment market and financial services
• Excellent time management and strong organizational skills, and the ability to prioritize multiple tasks and anticipate potential problems

Position Summary

Location: Remote

Status: Full-Time, Exempt

Compensation Range: $50,000 - $80,000 base pay; plus incentives and designation pay

• Defined career path and upward mobility
• Unlimited vacation time
• Health, dental, and vision insurance
• Life Insurance
• 401(k) retirement plan with 5% company match
• Annual professional development allowance
• Cell Phone / Internet Subsidy
• Paid maternity/paternity leave for the birth or adoption of a child
• Branded clothing allowance
• Reimbursement for costs associated with certifications & maintaining CE's