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 reliable Tax Associate to 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
- Supporting US tax managers
- 2+ years experience in US Taxes
- 2+ years experience using UltraTax
- Experience in Quickbooks Online




- Tech savvy - able to navigate Zoom, Slack, etc and learn new software quickly
- Ability to manage deadlines across multiple clients with an awareness of what needs to be prioritized
- Exceptional organization skills and attention to detail
- Excellent communication skills with both clients and team members across digital channels and an innate desire to build relationships
- Humility and openness to coaching and critiques; always seeking to improve
- Persistence and an ability to stay on track
- Bookkeeping skills, general knowledge of payroll and accounting principles
- Accounting degree
- Versátil schedule (40 hours per week (typically 8:30-4:30 ET but schedule is flexible)
- 10 days PTO and all US federal holidays off
- Continuing education and computer covered
- Laptop and dual monitor paid for
- Client Relationship : You will be directly working with the client. This means that you will communicate wit

📌 Tax Associate (Xochimilco)
🏢 Elevate and Delegate
📍 Xochimilco