CPA with experience at a US Firm

The Role

We need a Tax Associate with solid CPA firm experience to handle client tax operations, prepare returns, and manage relationships for high-net-worth individuals and businesses. You'll work directly with clients, prepare complex tax returns, and ensure nothing slips through the cracks during filing season.

What You'll Handle

Prepare individual and business tax returns for clients with complex profiles including real estate investors, business owners, and high earners. Manage client onboarding and maintain ongoing relationships with a focus on retention and satisfaction. Review returns for accuracy, flag missing documents, and organize client files with extreme attention to detail. Communicate directly with clients via email and calls to request documents and clarify information—same-day response is expected. Create and maintain workpapers, ensuring accuracy and proper documentation. Coordinate with bookkeepers and internal team members to gather necessary information and escalate issues when needed.

Requirements

Minimum 3 years experience in US tax operations at a CPA firm or public accounting environment. Strong working knowledge of US individual and business tax return structures. Proficiency with ProConnect, TaxDome, QuickBooks Online, and Google Workspace including formulas and pivot tables. Excellent client-facing skills and comfort with video and phone calls. Strong written and spoken English with ability to communicate complex tax matters clearly. Research-first mindset—you use AI tools, tax guides, and online resources before asking for help. Ability to manage multiple priorities while staying calm and organized during busy season. Available for 4 hours overlap with US business hours. Dedicated workspace free from distractions.