Tax Associate for Remote Accounting Firm

Strategic Financial Reporting Inc.; Washington (District of Columbia); Remote; USD 65,000 - 90,000; Full time

Benefits offered by this job

Fully Remote - Work from Home

Flexible schedule

Health Insurance with company contrib.

Growth opportunities

Paid sick leave

Paid vacation hours

Floating holidays

401k with company match

Medical FSA

Job summary

Strategic Financial Reporting, Inc. (SFR) is a fully remote firm seeking a Tax Associate to prepare and review tax returns and offer planning guidance to clients.

You will conduct tax research, stay current on tax laws, and help streamline tax processes while supporting diverse clientele. Ideal candidates have a bachelor’s in accounting/finance and 2+ years of tax experience, with strong communication and adaptability to technology.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• 2+ years of experience in tax preparation or public accounting.
• Strong knowledge of federal and state tax regulations and compliance requirements.
• Proficiency in tax software and Microsoft Office Suite.
• Excellent research and analytical skills to interpret complex tax issues.
• Strong oral and written communication skills, with the ability to interact effectively with clients.

Responsibilities

• Prepare and review various types of tax returns, including individual, corporate, and partnership taxes.
• Conduct thorough tax research and stay updated on changes in tax laws and regulations.
• Provide clients with timely tax advice and planning strategies to minimize tax liabilities.
• Communicate with clients to gather information and clarify any queries regarding tax issues.
• Assist in tax audits and respond to inquiries from tax authorities.
• Work collaboratively with the accounting team to ensure accurate financial reporting and compliance.
• Contribute to the development and improvement of SOPs related to tax preparation.
• Maintain confidentiality and professionalism in all interactions.
• Assist in bookkeeping tasks.

Skills

Tax research

Tax preparation

Attention to detail

Communication

Multitasking

Team collaboration

Education

Bachelor's degree in Accounting/Finance

Tools

Tax software

Job description

Overview

Join the team at Strategic Financial Reporting, Inc. (SFR), where our primary goal is to provide top-notch bookkeeping, tax, accounting, and consulting services to our diverse clientele. We empower our employees to design their Perfect Job Positions to ensure they can thrive in areas they are passionate about. We are currently seeking a motivated Tax Associate who is eager to contribute to our remote accounting firm and support our clients effectively.

Basic Functions

The Tax Associate will be instrumental in preparing tax returns, ensuring compliance with tax regulations, and providing tax-related advice to our clients. You will assist in conducting tax research, staying current with tax laws, and helping clients navigate complex tax issues. Working closely with your team, you will also contribute to streamlining our tax preparation processes and enhancing client satisfaction.

Main Responsibilities

• Prepare and review various types of tax returns, including individual, corporate, and partnership taxes.
• Conduct thorough tax research and stay updated on changes in tax laws and regulations.
• Provide clients with timely tax advice and planning strategies to minimize tax liabilities.
• Communicate with clients to gather information and clarify any queries regarding tax issues.
• Assist in tax audits and respond to inquiries from tax authorities.
• Work collaboratively with the accounting team to ensure accurate financial reporting and compliance.
• Contribute to the development and improvement of Standard Operating Procedures (SOPs) related to tax preparation.
• Maintain a high level of confidentiality and professionalism in all interactions.
• Assist in bookkeeping tasks.

Team Collaboration

As a remote position within SFR, effective communication is paramount. You will work closely with your colleagues and managers to deliver exceptional service to our clients, ensuring transparency and adherence to deadlines. Regular check-ins and feedback sessions will facilitate continued professional growth and alignment with our core values.

At SFR, we believe in fostering an environment of growth and shared knowledge. You will be encouraged to pursue ongoing education and training to enhance your skills and stay up to date with industry changes.

Core Values

• Do What You Say You are Going to Do.
• Increase Your Quality of Life. Work Smart- Do More With Less.
• Be Passionate and Determined. Love What You Do or Don’t Do It.
• Be Adventurous, Creative, and Open-Minded.
• Pursue Growth and Learning.
• Build Open and Honest Relationships With Effective Communication. Over-Communication Trumps No-Communication.
• Build a Positive Team, Family Spirit and Laugh Every Day.
• Leverage New and Innovative Technologies.
• Propose Solutions to All Problems.
• Always Do Your Best.

Requirements

• Bachelor's degree in Accounting, Finance, or a related field.
• 2+ years of experience in tax preparation or public accounting.
• Strong knowledge of federal and state tax regulations and compliance requirements.
• Proficiency in tax software and Microsoft Office Suite.
• Excellent research and analytical skills to interpret complex tax issues.
• Strong oral and written communication skills, with the ability to interact effectively with clients.
• Attention to detail and accuracy in tax return preparation.
• Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
• Willingness to adapt to new technologies and tax systems.
• Ability to work both independently and as part of a collaborative team.
• Dedicated home office space with a reliable high-speed internet connection.
• Capacity and commitment to work 35-40 hours per week.

Benefits

• Fully Remote - Work from Home
• Flexible schedule - build the schedule that works best for you.
• Health Insurance with a company contribution
• Opportunity for Growth & Advancement
• 40 Hours of Paid Sick Leave Annually
• Paid vacation hours accrued based on hours worked
• 5 Paid Floating Holidays Annually - Choose your own holidays
• 401k Retirement Savings Plan (after 1 year) with company matching
• Medical Flexible Spending Account (FSA)