USASenior Tax Associate
1 мес. назад
USASeniorOnsite
Tax Associate role specializing in individual tax planning and tax return review, serving as the communication hub between clients and preparers.
Обязанности
- is hiring a highly skilled Tax Preparer/Client Support Specialist specializing in individual tax planning and tax return review to join our dynamic team. This role is the communication hub of our tax office bridging clients and preparers by answering tax questions, gathering required documents, and ensuring every return has the information needed to be completed accurately and on time. The ideal candidate has solid working knowledge of individual income tax returns (Form 1040) and related schedules, strong people skills, and the ability to explain tax topics clearly to clients without tax backgrounds.
- We're excited to hire this role at one of 's hub locations in New York City and Bellevue. All of our positions follow an in-office schedule Monday through Friday, allowing you to collaborate directly with your team. If you're not currently based in one of these areas but love what you see, let’s discuss relocation as part of your journey to joining us.
Условия
- Health & Wellness : 100% employer-covered medical insurance for employees (75% for dependents), plus dental and vision coverage
- 401(k) : Retirement savings program to support your future
- Paid Time Off : Dedicated time to reset and recharge plus most federal holidays
- Parental Leave : Comprehensive leave policy for growing families
- Meals: Select meals covered throughout the week
- Fitness: Monthly movement stipend
- Equity & Career Growth : Early exercise eligibility and a strong focus on professional development
- Full access to cutting-edge AI tools : We cover the cost so you can experiment, build, and move faster
- Annual Compensation Reviews : Salary and equity refreshes based on performance
- Boomerang Program: After two years at , you can take time away to start your own company. We’ll hold your spot for 6 months - and pause your equity vesting, which resumes if you return
- is proud to be an equal opportunity workplace. We are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. As a company, we are committed to designing products, building a culture, and supporting a team that reflects the diverse population we serve.
Другое
- is creating AI-powered solutions to eliminate financial complexity for our members. We’re transforming wealth management through the perfect blend of cutting-edge technology and human expertise. We’re obsessed with member experience! We’ve built an integrated platform that tackles the full spectrum of financial needs–investments, taxes, retirement planning, and estate management–all unified in one intuitive system.
- Backed by Google's Gradient Ventures, Cathay Innovations, and Scale Venture Partners, we're in hyper-growth mode and looking for exceptional talent to join our starting lineup. Every Ranger at this stage is shaping our culture and way of life—from former CEOs and startup founders to experts from leading hedge funds and tech companies.
- If you're ready to build something that truly matters in financial services, bring your talent to . Here, you'll make a genuine impact on how people manage their financial lives while working alongside a team that celebrates wins, makes big decisions, and blazes new trails together.
- Serve as the first point of contact for client questions related to their individual tax returns
- Answer client questions about tax topics, required documents, filing status, deductions, credits, and refund or balance-due outcomes in clear, easy-to-understand language
- Contact clients to request missing or additional documentation needed to complete their return
- Create process flow and monitor tax return milestones with external Tax Preparation Partners
- Manage client files, organize workpapers and lead sheets
- Minimum of 2+ years of experience in tax compliance, tax preparation or similar role with a proven track record of managing tax responsibilities
- Knowledge of complex individual tax situations including but not limited to Foreign income and FBAR reporting, Partnership K1 related matters, state tax credits and reciprocity, real estate reporting
- Time management. Effective time management skills to prioritize multiple clients, manage deadlines to meet tax filing dates and internal product development
- Software proficiency. Able to use LaCerte, Proconnect, Google Workspace
- Bachelor’s degree in accounting, finance or related field.