Senior Tax Associate

Job not on LinkedIn

🕒 August 11

🏈 Ohio – Remote

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⏰ Full Time

🟠 Senior

💰 Tax

👻 Ghost score 18%

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Upsourced

11 - 50 employees

💼 Consulting

🏥 Healthcare

📣 Marketing

Consulting • Healthcare • Marketing

Upsourced is a financial strategy and accounting company focused on serving creative agencies. They provide best-in-class financial strategy, analysis, and accounting services to help these agencies achieve financial health and unlock their potential. Upsourced emphasizes a progressive approach to accounting by combining their industry expertise with modern technology to uncover business insights, set smart growth strategies, and drive financial success. The company positions itself as a partner to its clients, offering human, accessible service to support agencies in achieving their financial goals.

📋 Description

• Prepare and review business and individual tax returns accurately and efficiently • Complete tax compliance work for partnerships, S corporations, C corporations, and individuals • Prepare tax workpapers, reconciliations, and supporting schedules • Analyze financial statements and make necessary tax adjustments • Convert accrual-basis financial statements to cash basis when required • Identify discrepancies and proactively resolve accounting and tax issues • Collaborate with team members to meet client deadlines and complete deliverables accurately and on time • Assist with tax planning projects and other client advisory initiatives

🎯 Requirements

• 3+ years of experience in business and individual tax compliance and preparation • Strong understanding of U.S. federal tax law and accounting best practices • Strong accounting foundation and ability to read and interpret financial statements • Experience with accrual-to-cash adjustments and book-to-tax differences • Proficient in Microsoft Excel • Comfortable working with accounting software such as QuickBooks Online • Exceptional attention to detail, organization, and time management • Experience with ProConnect Tax is a plus • CPA, CPA candidate, or Enrolled Agent (EA) is a plus • Experience working with small businesses and business owners • Familiarity with tax planning concepts beyond compliance • Experience in a public accounting environment • Ability to work autonomously, manage priorities, meet deadlines, collaborate with a team, and maintain accountability

🏖️ Benefits

• Competitive salary based on experience • Performance-based raises and promotion opportunities • Medical, dental, and vision insurance • 401(k) retirement plan - 4% match • Paid parental leave • Company-paid laptop and home office environment • Flexible, remote work environment • Flexible paid time off and company holidays • Opportunities for professional development and career growth • Opportunity to help build and shape a growing tax practice

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