Job Description

Assure, a private equity transaction platform, analytics, and data company, is seeking to hire seasonal (full/part time/ temporary) Tax Preparers. Assure is the manager of thousands of LLC entities where 30% – 40% require annual tax returns. Each LLC is very similar, set up as an investment holding company usually with very little revenue or expenses. Each LLC has various events that need to be reflected in tax returns, like convertible debt, mergers of investment assets, conversions from debt to equity, liquidations of assets with distributions of cash and/or stock, and more. The Seasonal Tax Preparer will prepare basic federal and state partnership tax returns and adhere to tax return checklist and tracking/documentation requirements for all tax returns, including, but not limited to, tracking time, dates, workflow status, and tax documents. This position requires regular in-person attendance in the office and punctuality to ensure optimal productivity and customer service. Remote opportunities are limited. 

Our full time tax team will provide adequate training prior to tax preparation. The paid training will last between two and six weeks based on the experience of each applicant. The expected start date will be towards the end of October or beginning of November and last through April. We can be flexible on the timing and would encourage those interested in working more or less time to apply.

Duties include

• Prepare Form 1065s for investment funds
• Update tax workflow application
• Review tax information as part of the tax return preparation process
• Learn and become proficient using various software and programs (Workstream, CCH, Salesforce, Hubspot)
• Communicate effectively with team members and clients as needed
• Other tasks and projects as assigned

Our ideal candidate will possess the following traits and knowledge

• Proven experience working in a professional office environment

• Tax/Accounting experience is preferred
• Strong attention to detail

Equal Employment Opportunity Commission (EEOC) statement

Assure is committed to providing equal opportunity for all employees and applicants without regard to race, color, religion, sex, national origin, age, marital status, sexual orientation, genetics, disability, political affiliation, personal appearance, family responsibilities, or any other legally protected class under federal, state, or local law. This applies to all aspects of employment, including recruitment, hiring, job assignments, promotions, working conditions, scheduling, benefits, wage and salary administration, disciplinary action, termination, social, educational, and recreational programs.

Company

Full-service SPV/Syndicate Administration from startup to shut down. Assure is the pioneering, industry-leading provider of comprehensive structuring and administrative services for the syndicate and venture investment community. Assure offers professional, high-quality services and innovative software that streamlines setting up, closing and managing back-office fund administration for angel and private asset investing. Assure specializes in Special Purpose Vehicles (SPVs) and is the largest provider in the United States having completed over 8,000 SPVs to date. Specifically, Assure establishes and manages the investment vehicles needed for venture capital funds and high net worth individuals to invest in all asset classes, including but not limited to startups, real estate, secondaries, oil and gas, and art throughout the US and internationally. Assure’s clients range from venture capital and private equity fund managers, to equity crowdfunding platforms, angel groups and investor networks. Some of Assure’s notable clients include Equity Zen, Launch, Forge, Republic, Techcoast Angels, Miami Angels and many more deal makers.

Websitewww.assure.co