Responsibilities
- Prepare federal and state income tax returns for clients
- Investigate tax-related matters and explain how they affect client operations
- Develop year-end tax forecasts for individuals and businesses
- Gain experience in designing and presenting tax planning recommendations
- Support assurance planning activities and assist in preparing financial reports
- Perform audit testing and validation procedures
- Recognize client challenges and help implement solutions
- Manage additional responsibilities related to financial reporting
Benefits
- Comprehensive health, dental, and vision insurance plans, including fully employer-covered options for employee-only health and dental
- Employer-provided life insurance and long-term disability coverage
- Optional supplemental benefits including additional life and short-term disability insurance
- Classic Safe Harbor 401(k) plan featuring employer contributions
- Access to professional development resources such as Becker and LinkedIn Learning for career advancement
Work Arrangement
Remote — United States
Team
Part of a U.S. East Coast-based team operating on Eastern Standard Time
Other
- This role functions within a team based on the U.S. East Coast, with core hours aligned to EST to support seamless collaboration.
- Flexible scheduling is supported to help maintain work-life balance while meeting organizational requirements.
- Compensation for new hires considers individual experience, skills, location, and internal equity relative to peer roles.
- The organization is an equal opportunity employer and does not discriminate based on race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or other legally protected characteristics.
