Elevate and Delegate

Tax Associate

Elevate and Delegate

full-time

Posted on:

Location Type: Remote

Location: Mexico

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Salary

💰 $1,500 - $3,000 per month

About the role

  • Track tax preparation statuses - reviewing client questionnaires, gathering tax documents, reminding clients which tax documents are missing
  • Prepare tax returns in UltraTax
  • Tax planning support - review what quarterly tax estimates have been sent to the client and paid
  • Communicate with clients via email and text
  • Review monthly financials
  • Supporting US tax managers

Requirements

  • 2+ years experience in US Taxes
  • 2+ years experience using UltraTax
  • Experience in Quickbooks Online
  • Tech savvy - able to navigate Zoom, Slack, etc and learn new software quickly
  • Ability to manage deadlines across multiple clients with an awareness of what needs to be prioritized
  • Exceptional organization skills and attention to detail
  • Excellent communication skills with both clients and team members across digital channels and an innate desire to build relationships
  • Humility and openness to coaching and critiques; always seeking to improve
  • Persistence and an ability to stay on track
  • Bookkeeping skills, general knowledge of payroll and accounting principles
  • Accounting degree
Benefits
  • Flexible schedule
  • 10days PTO and all US federal holidays off
  • Continuing education and computer covered
  • Laptop and dual monitor paid for
  • Client Relationship : You will be directly working with the client. This means that you will communicate with the client, provide services, and address any client-related matters independently.
  • Payments : All payments for your services will be handled by the client. Elevate and Delegate is not involved in processing your payroll. Your salary will directly go to you.
  • Vacation Leaves and Holidays : While we may have recommendations or guidelines regarding vacation leaves and holidays, the decision is entirely at the discretion of the client. You are expected to align your schedule with the client’s business needs and any specific policies or preferences they may have in this regard.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
tax preparationtax returnstax planningbookkeepingpayrollaccounting principlesfinancial review
Soft skills
organizationattention to detailcommunicationrelationship buildinghumilityopenness to coachingpersistencedeadline management
Certifications
accounting degree