Tax Associate – Fully Remote $28 – 34 per hour

Job description

A unique opportunity to pivot to or deepen your career in tax preparation and consulting for candidates with strong excel skills, 2+ years of bookkeeping or accounting experience and 1 year of tax prep experience, or equivalent. This position is particularly well suited for those in pursuit of becoming an Enrolled Agent.

SUMMARY

As a Tax Associate you will draft federal and state tax returns, support clients and colleagues in the return preparation process, and provide project-based consulting primarily to small businesses and non-profits across the US. As part of a small, but growing team, you will contribute to critical decision making regarding the development of the Tax Department, its policies and procedures. The position provides ample professional development opportunities and is designed to provide a path to grow into a Tax Professional role for a candidate who wants to pursue their Enrolled Agent license. At Key Figures, we are committed to work life balance for all staff, including during the height of the tax season, and to excellent customer service for our clients.

WHAT YOU’LL DO

• Analyze, and process financial and other data to prepare tax returns, estimated tax payments and liability assessments
• Coordinate with clients for submission of tax organizers and other documents and information required for tax preparation
• Prepare and file federal, state, and local tax returns of limited to moderate complexity on behalf of partnerships, corporations (including cooperatives associations), and tax exempt .
• Prepare and file other federal, state, and local reporting on behalf of businesses, tax exempt entities and individuals of limited to moderate complexity as required
• Prepare and file Form 1099-MISC, 1099-NEC, Form 1099-PATR and other information reporting forms in the 1099 series, as required
• Interface with federal, state and local taxing authorities as required
• Ensure that work papers and tax returns are prepared in accordance with Key Figures’ standards
• Understand and research tax concepts of limited to moderate complexity levels and their application to client situations
• Provide administrative and customer service support to the Tax Department in collaboration with the Administration Manager
• Support the Tax Department with other projects and assistance as needed.

WHAT TO BRING

• Bookkeeping knowledge of debits/credits, understanding financial statements for interpretation purposes, and able to prepare adjusting journal entries
• Basic understanding of taxation agencies and types of taxation
• Basic understanding of entity structures
• Ability to produce high quality work with exceptional attention to detail
• Self-motivated and willing to take initiative in solving problems and learning new skills
• Capable of working independently with minimal oversight
• Ability to work cooperatively with others and value other staff’s contributions
• Strong organization and follow-up skills including the ability to handle competing priorities and meet all deadlines and commitments
• Excellent verbal and written communication skills
• Ability to identify sensitive or timely issues and facilitate communications in a proactive manner to avoid surprises
• Tech savvy and adept at working in a remote, paperless environment
• Strong work ethic and professionalism
• Strong interest in working with non-profit and/or cooperative entities

Minimum Qualifications:

• Minimum of 2 years experience in bookkeeping, accounting, and/or tax preparation.
• Prior experience working with professional tax prep software, such as ProConnect Tax Online, Drake, or other similar software.
• Experience with cloud-based bookkeeping software, especially QuickBooks Online and/or Xero.
• Strong proficiency with Microsoft Suite, particularly Excel.

Preferred Qualifications:

• Experience in a position primarily focused on income tax preparation.
• Experience in bookkeeping or tax preparation for non-profit entities
• Experience in bookkeeping or tax preparation for cooperative entities
• Experience preparing returns in Intuit ProConnect Tax Online
• Experience working in a fully remote position
• Experience in a position working with multiple bookkeeping and/or tax clients simultaneously

WHAT YOU GET

Fully remote 30-40 hours a week work from home position with significant flexibility and ability to set your own schedule, though substantial availability during normal business hours is a must. Opportunity to work as part of a supportive team, in a company invested in participatory management, professional growth, and work-life balance.

Compensation:

• $28-$34 per hour, depending on experience

Benefits:

• Health, dental and vision coverage
• Paid time off
• 401(k) with employer contribution
• Employer-paid long- and short-term disability insurance
• Voluntary Benefits: Life/AD&D, Critical and Accident
• Employee Assistance Program
• Ownership and profit-sharing opportunity
• Paid (and encouraged!) professional development opportunities

ABOUT KEY FIGURES:

Key Figures is a worker-owned and operated cooperative staffed by a small team of skilled professionals. Together, we strive to provide high-quality services for our clients, and sustainable, rewarding, long-term careers for our staff. Key Figures works remotely with small and medium sized businesses and non-profits across the United States, providing bookkeeping, tax preparation, and financial management expertise. Key Figures provides a unique opportunity to establish a fulfilling career, to be part of shaping and growing a company, and to become an owner in that company if you would like to. Folks with an independent spirit who love being part of a team will be a great fit.

TO APPLY:

Submit resume, cover letter, and at least three professional references (including 2 direct supervisors).

National background checks will be conducted after a formal offer and before start date.