Tax Associate
Posted 2025-08-15
Remote, USA
Full Time
Immediate Start
Job Title: Tax Associate (Remote)
Location: 100% Remote (U.S. Based)
Company: EZ FILE NOW – A Modern Wealth Management Firm
Salary: Up to $79,000 + Performance Bonus + Sign-On Bonus
Experience Required: 1–3 Years
About EZ FILE NOW
We’re not your typical CPA firm. EZ FILE NOW is a fast-growing, client-focused wealth management and tax advisory firm helping individuals and business owners unlock financial success. We believe in innovation, accessibility, and a modern approach to tax and financial services. Our mission is simple: help others achieve success in finances—and that includes our team.
What You’ll Do
As a Tax Associate at EZ FILE NOW, you’ll play a key role in delivering personalized, accurate, and timely tax support to our diverse client base. You’ll collaborate with a dynamic virtual team, contribute to strategic tax planning, and provide outstanding client service—all from the comfort of your home.
Responsibilities:
• Prepare and review individual, sole proprietor, and small business tax returns (1040, Schedule C, etc.)
• Assist with tax planning strategies for high-net-worth individuals and small business owners
• Support client communications via email, phone, and secure portal
• Keep up with the latest IRS regulations and tax code changes
• Collaborate with our team to improve processes and enhance the client experience
• Contribute to educational content or webinars if desired (we encourage thought leadership)
What We’re Looking For
• 1–3 years of tax preparation or tax advisory experience (not necessarily in a CPA firm)
• Strong knowledge of federal and state tax laws
• Experience with tax software (Drake, ProConnect, or similar)
• Excellent communication skills and comfort working with clients remotely
• Self-motivated, detail-oriented, and tech-savvy
• Degree in Accounting, Finance, or related field preferred, but not required if experience is strong
Perks & Benefits
• Competitive Commission Salary – up to $79,000
• Performance-Based Bonus
• Sign-On Bonus
• Fully Remote – work from anywhere in the U.S.
• Ongoing training and professional development
• Growth opportunities within a rapidly scaling firm
• ❤️ Supportive and inclusive work culture
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Location: 100% Remote (U.S. Based)
Company: EZ FILE NOW – A Modern Wealth Management Firm
Salary: Up to $79,000 + Performance Bonus + Sign-On Bonus
Experience Required: 1–3 Years
About EZ FILE NOW
We’re not your typical CPA firm. EZ FILE NOW is a fast-growing, client-focused wealth management and tax advisory firm helping individuals and business owners unlock financial success. We believe in innovation, accessibility, and a modern approach to tax and financial services. Our mission is simple: help others achieve success in finances—and that includes our team.
What You’ll Do
As a Tax Associate at EZ FILE NOW, you’ll play a key role in delivering personalized, accurate, and timely tax support to our diverse client base. You’ll collaborate with a dynamic virtual team, contribute to strategic tax planning, and provide outstanding client service—all from the comfort of your home.
Responsibilities:
• Prepare and review individual, sole proprietor, and small business tax returns (1040, Schedule C, etc.)
• Assist with tax planning strategies for high-net-worth individuals and small business owners
• Support client communications via email, phone, and secure portal
• Keep up with the latest IRS regulations and tax code changes
• Collaborate with our team to improve processes and enhance the client experience
• Contribute to educational content or webinars if desired (we encourage thought leadership)
What We’re Looking For
• 1–3 years of tax preparation or tax advisory experience (not necessarily in a CPA firm)
• Strong knowledge of federal and state tax laws
• Experience with tax software (Drake, ProConnect, or similar)
• Excellent communication skills and comfort working with clients remotely
• Self-motivated, detail-oriented, and tech-savvy
• Degree in Accounting, Finance, or related field preferred, but not required if experience is strong
Perks & Benefits
• Competitive Commission Salary – up to $79,000
• Performance-Based Bonus
• Sign-On Bonus
• Fully Remote – work from anywhere in the U.S.
• Ongoing training and professional development
• Growth opportunities within a rapidly scaling firm
• ❤️ Supportive and inclusive work culture
Powered by JazzHR
m3TvrOzWjg Apply tot his job