What are the responsibilities and job description for the Tax Associate position at Cookie Finance?
Tax Associate
About Cookie Finance
Cookie Finance is a rapidly growing, VC-backed financial platform built for content creators. We started as a tech-enabled accounting service and quickly became the financial backbone for thousands of creators, influencers, and creator-led businesses. We are looking for an experienced Tax Associate to help us continue our growth and help thousands of creators.
About the Role
As a Tax Associate at our fast-growing firm, you’ll play a critical role in supporting our amazing and creative clients, many of whom are industry-leading content creators, entrepreneurs, and influencers. You won’t just be working with numbers behind the scenes—you’ll be front and center, helping clients understand and manage tax obligations with clarity and confidence. You’ll help clients navigate complex tax situations, identify opportunities for optimization, and ensure they’re positioned for success come tax season and beyond.
We’re growing fast. That means you’ll get direct exposure to leadership, be involved in high-impact conversations, and have real opportunities for growth and ownership as we scale.
What You’ll Own
- Meet with clients to develop personalized tax strategies and identity optimization opportunities
- Manage preparation of complex filings including 1040, Partnership and S Corp returns
- Partner closely with bookkeeping and payroll teams to deliver exceptional client experiences
- Take on expanding responsibilities as our firm scales, with comprehensive training and career development support
What We’re Looking For
Must haves:
- Minimum of 1 year experience in tax preparation
- Strong customer service and communication skills
- Excellent organizational, analytical, and problem-solving abilities
Nice to haves:
- Proficiency in general accounting software
- 2-3 years experience in tax preparation
Cookie Finance is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law
E-Verify Notice: Cookie Finance participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.