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About the Role
The Tax Associate II independently prepares standard individual and business tax returns, reconciles source documents to the return, researches routine tax questions, and corrects issues found in review. This role also handles sales tax compliance, information returns, and client tax questions. Returns are reviewed by a Senior Tax Associate, Tax Supervisor, or Tax Manager before filing.
Responsibilities
- Prepare individual and business federal and state returns independently.
- Reconcile client source documents to each return.
- Support year-end accounting cleanup needed to prepare returns.
- E-file returns after final approval.
- Review source documents for completeness before preparation.
- Check returns for accuracy, completeness, and compliance before submitting them for final review.
- Correct review notes promptly.
- Meet with clients to gather tax information and explain results.
- Answer client tax questions and request missing information.
- Prepare and file sales tax returns.
- Prepare 1099-NEC and other information returns.
- Handle business and entity openings and closures with state agencies.
- Research routine tax questions and document the answer.
- Stay current on tax law, IRS requirements, and firm procedures.
- Maintain accurate client records and protect confidential taxpayer information.
- Record time to each client in Canopy.
- Support special projects and other related duties as assigned by management.
Requirements
- Associate degree in accounting, finance, or taxation plus 1 year of relevant tax experience.
- No college degree. At least 2 years of relevant tax experience.
- Related military training and duties may satisfy a pathway when the candidate demonstrates the required skills.
- Valid IRS Preparer Tax Identification Number (PTIN).
- Hands-on preparation of standard individual and business returns.
- Reconciling source documents to the return.
- Professional tax software and correcting review notes.
- Working knowledge of federal and state tax law.
- Clear, professional communication with clients.
- Protecting confidential taxpayer information under IRS Section 7216.
- No people-management experience required.
Skills
- Tax return preparation
- Source-document review and quality checks
- Client meetings and service
- Sales tax, information returns and state compliance
- Tax research and continuing education
- Records and time tracking
- UltraTax
- Canopy
- Microsoft 365, including Excel, Word, Outlook and Teams
- QuickBooks Online and Desktop
- IRS and Texas Comptroller online services
- ADP
- 3 years of tax preparation experience (preferred)
- Business-return experience (preferred)
- Enrolled Agent (EA) credential or progress toward it (preferred)
- Additional coursework in accounting, finance or taxation (preferred)
- Bilingual in English and Spanish (preferred)
- QuickBooks Online certification (preferred)
Location
- Austin, TX
Work Type
- Full-time
- Hybrid
- In-person
Experience Level
- Level 5 – Experienced
- 1 year of relevant tax experience (with Associate degree)
- 2 years of relevant tax experience (without degree)
- 3 years of tax preparation experience (preferred)
Education Level
- Associate degree in accounting, finance or taxation
- No college degree required if experience path is met
Salary/Compensations
- $23.17 – $36.30 per hour
About the Company
- Ramirez Accounting Services, LLC (RAS) provides bookkeeping, tax and payroll services to businesses and individuals. Our team helps clients keep accurate, organized records so they can make sound decisions and meet their deadlines with confidence.
Equal Opportunity
- Ramirez Accounting Services, LLC is an equal opportunity employer. The Company prohibits unlawful discrimination and harassment based on race, color, religion, gender, sexual orientation, gender identity, age, disability, national origin, veteran status or any other protected status. Reasonable accommodations will be provided where required.