Tax Associate for Remote Accounting Firm

Position 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 so they can thrive in areas they are passionate about.

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, stay current with evolving tax laws, and help navigate complex tax issues while streamlining our tax preparation processes.

As a remote position within SFR, effective communication is paramount. You will collaborate closely with colleagues and managers to deliver exceptional service, participate in regular check-ins and feedback sessions, and enjoy ongoing opportunities for professional growth.

Key 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.

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.

Required 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.
• 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 & Perks

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