US Tax Associate (UltraTax Experience Required)

The Client is a steadily growing, modern accounting firm supporting small to mid-sized businesses across the U.S. Their clients include landscapers, roofers, web designers, doctors, and other busy small business owners they value deeply. They offer a monthly subscription model covering bookkeeping, business tax, and personal tax services, allowing them to support clients year-round. They are proud to be ranked in the top 10% of accounting firms nationwide on Clutch.

They are looking for a highly-skilled and reliableTax Associateto work alongside their tax managers.

Responsibilities:

• Track tax preparation statuses - reviewing client questionnaires, gathering tax documents, reminding clients which tax documents are missing
• Prepare tax returns in UltraTax
• Tax planning support - review what quarterly tax estimates have been sent to the client and paid
• Communicate with clients via email and text
• Review monthly financials
...