Tax Associate / Eastern or Central Time Zone / Fully Remote

Tax Associate Job Description

Job Title: Tax Associate

Job Location: Remote

Company: Two Roads

About us:

Work in the tax field that you enjoy and still have work life balance!

Two Roads is a remote financial services firm dedicated to providing expert services to small business clients, which currently includes Bookkeeping, CFO and Tax. At Two Roads, we're committed to empowering business owners to understand their financials and grow their business. Our dedicated team members become students of their clients' businesses, providing support and guidance. As remote employees, they value autonomy, but also know how to work well with others and have fun. If you're committed to pursuing financial clarity and want to play an active role in the success of small businesses, Two Roads needs you!

Job Overview

We are seeking an experienced Tax Associate to join our team and contribute to our commitment to excellence in tax services. The ideal candidate should possess a strong understanding of tax regulations, exceptional attention to detail, and the ability to communicate complex tax matters to clients in an understandable manner. The Tax Associate will play a crucial role in helping clients optimize their tax strategies, minimize liabilities, and ensure compliance with all relevant tax laws.

Key Responsibilities:

Tax Preparation

• Utilize Quickbooks Online (or other software, if needed) to gather and analyze client information for tax preparation and tax planning
• Tax prep write-up work and preparation of any necessary year-end adjustments to prepare accurate and complete business tax returns and schedules
• Prepare and file federal and state income tax returns including Forms 1120S, 1065, 1040, 1120, 990, and 1041.
• Review federal and state income tax returns.
• Communicate and help implement tax minimization strategies
• Prepare entity and personal tax projections
• Research federal and state tax rules and regulations as necessary

Communication

• Develop a trusted relationship with your clients
• Respond timely to clients and the internal team
• Maintain status of returns using internal software
• Communicate with other Two Roads’ team members regarding tax related matters
• Be willing to share your tax knowledge with the team, as needed
• Participate in weekly team meetings
• 412 All-staff monthly meeting
• Liaison with the IRS and/or other regulatory bodies

Compliance

• Ensure accurate and timely filing of tax returns to meet all regulatory deadlines.
• Maintain detailed records of tax-related activities, client interactions, and supporting documentation.
• Collaborate with colleagues and supervisors to maintain consistent adherence to industry best practices and quality standards.

Continuous Learning

• Stay current with developments in tax legislation, IRS regulations, and industry trends to ensure accurate and up-to-date tax advice and services.

Preferred

• CPA or EA certification

Job Types: Full-time, Part-time

Pay: $55,000.00 - $65,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid sick time
• Paid time off
• Paid training
• Referral program
• Unlimited paid time off
• Vision insurance
• Work from home

Work Location: Remote