About the role

  • Senior Tax Associate at Earned Wealth preparing and reviewing tax returns for various entities. Engaging with clients and delivering exceptional service to maximize financial outcomes.

Responsibilities

  • Prepare and analyze client financial statements.
  • Client tax onboarding.
  • Prepare income tax returns for corporations, partnerships, individuals, and trusts based on source documents prepared both internally and provided to us by clients.
  • Meeting preparation for client meetings along with subsequent follow-up items.
  • Prepare client tax projections for estimated tax payments and future tax liabilities.
  • Prepare tax notice resolution package.
  • Prepare government audit responses.
  • Consistently remain alert to client satisfaction, address client needs, with timely follow-up and communicate appropriate information to engagement advisors and personnel.
  • Possess excellent organizational and problem-solving skills and the ability to independently prioritize multiple tasks.
  • Thrive in a high performing, fast-paced environment, maintaining composure and focus under pressure and deadlines.
  • Be detail-oriented and flexible to learn.
  • Strong collaboration skills.

Requirements

  • CPA or EA Certification with a bachelor’s degree in accounting, finance, or related field
  • 3-5 years of experience in tax preparation for individuals, S-Corps, C-Corps, LLCs, trusts, and estates
  • Prior bookkeeping experience is a plus
  • Tax code knowledge required
  • Experience with QuickBooks and QuickBooks Online
  • Bilingual in Hindi or Punjabi is a plus

Benefits

  • An attractive total compensation package
  • Employer-sponsored health insurance (medical, dental, vision)
  • 401k + 5% match

Job title

Senior Tax Associate

Job type

Experience level

Senior

Salary

$40 - $45 per hour

Degree requirement

Bachelor's Degree

Location requirements

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