Tax Associate (U.S. Personal Tax)

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    "description": "<p><span style=\"font-family: arial, helvetica, sans-serif; font-size: 10pt\">Job Title: <span style=\"font-weight: bold\">Remote Tax Associate (U.S. Personal Tax)</span></span></p>\n<p><span style=\"font-family: arial, helvetica, sans-serif; font-size: 10pt\">Job Type: Independent Contractor | Part-Time (20 hours per week, with potential to transition to Full-Time)<br><br></span></p>\n<p><span style=\"font-family: arial, helvetica, sans-serif; font-size: 10pt; font-weight: bold\">About the Role:</span></p>\n<p><span style=\"font-family: arial, helvetica, sans-serif; font-size: 10pt\">A detail-oriented and experienced Tax Associate is needed to support a U.S.-based accounting firm with personal tax return preparation and tax-related processes. This role focuses primarily on handling U.S. individual tax returns, supporting multiple clients, and improving efficiency across tax workflows.<br><br></span></p>\n<p><span style=\"font-family: arial, helvetica, sans-serif; font-size: 10pt\">The ideal candidate has hands-on experience working with U.S. personal tax returns, understands tax processes, and is comfortable navigating different tax software platforms. This role also involves contributing to process improvements and helping streamline tax operations within the firm.<br><br></span></p>\n<p><span style=\"font-family: arial, helvetica, sans-serif; font-size: 10pt\">This is an excellent opportunity for someone who is looking to grow into a long-term role, with the potential to transition into a full-time position shortly after onboarding based on performance and business needs.<br><br></span></p>\n<p><span style=\"font-family: arial, helvetica, sans-serif; font-size: 10pt; font-weight: bold\">Key Responsibilities:</span></p>\n<p><span style=\"font-family: arial, helvetica, sans-serif; font-size: 10pt\"><span style=\"font-weight: bold\">Tax Preparation &amp; Data Entry</span></span></p>\n<ul>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 10pt\">Prepare and assist with U.S. personal tax returns (individual returns)</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 10pt\">Perform accurate data entry of tax documents and financial information</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 10pt\">Organize and review client-provided tax documentation</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 10pt\">Ensure completeness and accuracy of tax return inputs before review<br><br></span></li>\n</ul>\n<p><span style=\"font-family: arial, helvetica, sans-serif; font-size: 10pt\"><span style=\"font-weight: bold\">Tax Process Support &amp; Optimization</span></span></p>\n<ul>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 10pt\">Assist in streamlining tax preparation workflows and internal processes</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 10pt\">Identify inefficiencies and suggest improvements within the tax process</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 10pt\">Support the firm in organizing and optimizing tax-related systems</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 10pt\">Contribute to building more efficient and scalable tax operations<br><br></span></li>\n</ul>\n<p><span style=\"font-family: arial, helvetica, sans-serif; font-size: 10pt\"><span style=\"font-weight: bold\">Client &amp; Multi-State Tax Support</span></span></p>\n<ul>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 10pt\">Support tax preparation across multiple clients</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 10pt\">Assist with multi-state tax returns (experience with California and New York is a plus)</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 10pt\">Handle allocations and requirements related to multi-state filings when applicable</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 10pt\">Work closely with the internal team to ensure timely and accurate deliverables<br><br></span></li>\n</ul>\n<p><span style=\"font-family: arial, helvetica, sans-serif; font-size: 10pt\"><span style=\"font-weight: bold\">Systems &amp; Software Utilization</span></span></p>\n<ul>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 10pt\">Utilize tax software platforms such as ProSeries, Lacerte, or CCH Axcess</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 10pt\">Work within practice management systems like TaxDome</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 10pt\">Adapt quickly to new tools and systems as needed</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 10pt\">Maintain organized records and documentation within tax systems<br><br></span></li>\n</ul>\n<p><span style=\"font-family: arial, helvetica, sans-serif; font-size: 10pt; font-weight: bold\">Qualifications &amp; Ideal Traits:</span></p>\n<ul>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 10pt\">Proven experience working on <span style=\"font-weight: bold\">U.S. personal tax returns (required)</span></span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 10pt\">Familiarity with tax software such as <span style=\"font-weight: bold\">ProSeries (preferred), Lacerte, or CCH Axcess</span></span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 10pt\">Experience using <span style=\"font-weight: bold\">TaxDome or similar practice management tools</span> is a plus</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 10pt\">Understanding of <span style=\"font-weight: bold\">multi-state tax filings</span> (California and New York experience preferred)</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 10pt\">Strong attention to detail and accuracy in handling financial data</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 10pt\">Ability to manage multiple clients and deadlines simultaneously</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 10pt\">Process-oriented mindset with interest in improving workflows</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 10pt\">Strong written English communication skills</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 10pt\">Comfortable working in a remote and structured environment</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 10pt\">Trainable and adaptable, especially for firm-specific processes and state-specific tax nuances<br><br></span></li>\n</ul>\n<p><span style=\"font-family: arial, helvetica, sans-serif; font-size: 10pt; font-weight: bold\">Working Environment:</span></p>\n<ul>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 10pt\">Fully remote role supporting a U.S.-based accounting firm</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 10pt\">Part-time schedule (approximately 20 hours per week / 4 hours per day)</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 10pt\">Potential to transition to full-time within a short period based on performance and business needs</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 10pt\">Work aligned with U.S. business hours (flexibility depending on workload)</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 10pt\">Collaborative environment with direct support and training from the client</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 10pt\">Opportunity for long-term growth within the firm</span></li>\n</ul>",
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