Tax Associate

About Us

Elevated Tax & Accounting is a client-focused accounting firm serving businesses across a wide range of industries. We pride ourselves on delivering accurate, timely, and proactive financial support that helps our clients make confident decisions and grow. Learn more about us at www.elevatedtax.com.

We're growing, and we're looking for a detail-oriented tax professional who takes ownership of their work and genuinely enjoys helping clients navigate their tax obligations with confidence.

Position Summary

As a Tax Associate, you'll prepare and review tax returns for a diverse portfolio of individual and business clients, while helping identify planning opportunities that support their long-term financial goals. You'll be a trusted resource for clients navigating tax questions, deadlines, and filings. This role is ideal for someone who is detail-oriented, stays current on tax law, and takes pride in accurate, well-researched work.

What You'll Do

• Prepare and review federal and state tax returns for individuals, partnerships, S-corps, C-corps, and other entity types
• Research tax issues and stay current on changes in tax law and regulations
• Assist with quarterly and year-end tax planning for clients
• Prepare estimated tax payments and extensions
• Respond to IRS and state tax agency notices and inquiries on behalf of clients
• Communicate proactively with clients about their tax situations, documentation needs, and deadlines
• Collaborate with the accounting team to ensure bookkeeping and tax records are aligned
• Identify tax-saving strategies and planning opportunities for clients
• Maintain organized, accurate, and well-documented client tax files
• Support the team during tax season with flexibility around workload and hours

What We're Looking For

Required

• Tax preparation experience
• Proficiency with professional tax preparation software
• Strong understanding of individual and business tax law and filing requirements
• Experience preparing multiple return types (1040, 1120, 1120S, 1065)
• Proactive, self-directed approach—you take initiative rather than waiting to be told
• Excellent client-service skills and clear, professional communication
• High attention to detail and strong organizational skills
• Ability to manage multiple clients and deadlines simultaneously, especially during peak season

Preferred (nice to have)

• CPA, EA, or actively pursuing licensure
• Experience in a public accounting or multi-client firm environment
• Familiarity with QuickBooks (Online and/or Desktop)
• Experience with multi-state tax returns
• Bachelor's degree in Accounting, Finance, or a related field
• Experience serving clients across multiple industries

What We Offer

• Health / dental / vision insurance
• 17 paid vacation days annually
• 3 paid sick/personal days
• Retirement plan / 401(k)
• Professional development and continuing education support
• A supportive, collaborative team that values initiative and growth

How to Apply

Apply directly through Indeed with your resume. A brief note about why you're interested and your relevant experience is appreciated.

Numbers tell a story, and we're here to help you write yours. At Elevated Tax and Accounting, our focus is to partner with our clients to turn financial data into strategic insights, breakthrough opportunities, and lasting growth. We believe accounting isn't just about balancing books – it's about empowering businesses to reach their full potential.

Elevated Tax & Accounting is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Pay: $55,000.00 - $68,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Continuing education credits
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• On-site gym
• Opportunities for advancement
• Paid sick time
• Paid time off
• Vision insurance

Work Location: In person

Salary : $55,000 - $68,000