Tax Associate (Entry-Level)

Rose Financial Solutions LLC ("RFS"), the Premier U.S. Based Finance and Accounting Outsourcing Firm, has been helping companies succeed by providing executives with "Financial Clarity" since 1994. Our clients come from a variety of industries including government contracting, not-for-profit, and commercial clients including biotech, pharmaceutical, and international firms. Our mission is to help our clients succeed by ensuring that they have a solid financial infrastructure and providing them with timely, accurate, and meaningful financial information to guide them to achieving their goals.

POSITION SUMMARY

Our growing tax department is seeking a Tax Associate to join our dynamic tax team to support a variety of middle-market clients representing various industries including energy, biotech, consulting, technology, and government contracting. The Tax Associate will report to the Tax Manager and work closely with the other Tax Staff in the department.

The Tax Associate will be responsible for the preparation of tax returns, including ensuring all federal and state income tax returns are prepared timely and accurately and in compliance with applicable laws. The ideal candidate will support the areas of tax preparation, compliance, and administration. The candidate will also provide customer service to our tax clients.

Tax Preparation & Compliance

• Prepare corporate, passthrough, and individual income tax returns as well as some trust and non-profit returns
• Assist in the preparation of state and local tax returns for clients
• Support annual report preparation, franchise tax preparation and jurisdictional monitoring
• Stay current on latest tax law changes and take advantage of continuing education opportunities
• Perform special projects, as necessary

Tax Administration

• Assist with general administrative functions of the Tax Department
• Provide excellent client service to RFS clients with state and local tax issues by interacting with clients and the RFS tax team
• Gather, prepare, and consolidate tax related information for clients and input into the system
• Prepare property tax documentation as assigned
• Ensure business licenses and related documentation are properly processed for assigned clients
• Provide maintenance and setup of Athennian software
• Update compliance tax software

Customer Success

• Onboard and set up new tax clients
• Set up, schedule, and manage data collection of tax software
• Coordinate the SOW preparation for tax clients and prospects
• Lead the tax renewal process and follow up with clients

EDUCATION, LICENSES, AND COMPETENCIES REQUIRED

• Pursuing an Associate's or Bachelor's degree in Accounting, Finance, or related field
• 0-2 years of tax preparation experience preferred
• Candidate must demonstrate a passion for pursuing a career in accounting and financial management
• Proven ability to communicate across all levels within the organization (both verbal and written)
• Must be a team player and be willing to work overtime (including weekends) when necessary
• Ability to adapt to changes in business needs and respond quickly
• Strong analytical skills, detail oriented with excellent organizational skills
• Ability to multi-task, prioritize, and complete projects in a timely manner
• Exhibit flexibility, creativity, and initiative in providing solutions

What You'll Get with RFS: RFS is passionate about serving our clients and is dedicated to being a great place to work. Our professional work environment involves working alongside the best and the brightest accounting and information technology professionals, and a well-defined career track with long-term growth opportunities. RFS also offers a comprehensive benefits packing including health insurance subsidies up to 80%, Work Life Fit options, 401(k) with company match, and educational reimbursements.