Tax Associate, Client Tax Services and Solutions

📋 Description

• Assist with the calculations, reviews, or audits of various tax credits submitted by customers or
• Compile, automate, and maintain detailed customer reconciliation reports, detailing total credits
• Support the team in performing monthly, quarterly, and annual internal reconciliations of balances
• Work with our internal design and product teams to test new features and provide usability and
• Leverage your tax expertise to assist with projects that provide thought leadership and insights
• Assist with the tracking and compilation of team OKRs, KPIs, and SLA performance metrics to

🎯 Requirements

• 1-2 years of experience at a Big 4 accounting firm providing tax consulting or tax compliance
• 1-2 years of experience working with one or more business entity types (C-Corp, S-Corp, LLC, etc)
• CPA license or eligibility for the CPA license required.
• Working proficiency with Microsoft Office (Excel, Power Point) and Google Suite (Sheets, Slides).
• Experience with reading and learning complex federal and state legislation.
• Good business partnership instincts: an ability to quickly develop trusted relationships among

🎁 Benefits

• Welcoming and casual environment
• Great benefits
• Wellness program offerings
• Company retreats
• Ability to interact with and learn from leaders in the startup community
• Total Reward Philosophy includes perks and benefits (see careers page)