State Licensed Tax Associate

Job Summary

Detail-oriented and tech-savvy, the full-time State Licensed Tax Associate will manage tax compliance engagements for a portfolio of tech startups, preparing federal and state corporate tax returns, R&D Tax Credit studies, and international information returns in a fully remote environment.

Key responsibilities

• Prepare federal and state corporate tax returns and related schedules for startup clients
• Conduct tax research and draft technical memos summarizing findings relevant to startup clients
• Track and update project statuses across multiple active client engagements while maintaining organized client files

Required qualifications

• 2-4 years of tax compliance experience, preferably with startup or tech clients
• Strong working knowledge of Form 1120 and federal/state corporate filings
• Experience with R&D tax credits (Form 6765) and/or foreign reporting (Forms 5471/5472) is a plus
• Proficiency with ProConnect Tax and QuickBooks Online (QBO) preferred
• CPA, CPA candidate, or equivalent professional tax qualification