Accounting Associate Remote Jobs in San Ramon, CA

We are looking for someone with one of the following:

- US CPA Firm experience as an associate with 3+ years of experience

- Philippines large CPA Firm experience with some US tax experience

Role

Tax Advisory Associate will be helping with our Tax Advisory Department help meet clients, schedule workflow for tax planning, run tax projections and compile tax plans. This position is great for entry or senior level tax preparers and associates looking to get a feel for providing value to clients on a strategic level.

REQUIREMENTS AND RESULTS

This role is somewhat of a hybrid role between a tax preparer and a junior level tax strategist. We understand such roles are uncommon - most focus on preparation or planning; however, we are willing to put in the training to make sure you have the knowledge and support to succeed. 

This role will be the main liaison between the tax advisory and compliance teams. 

Systems and Process Skills 

• Set up Locators in Proconnect for new clients 
• Run 150-200 tax projections minimum in the software based on i) actual docs provided by client, ii) hypothetical planning scenarios, and iii) and/or
• Run 50-100 quarterly tax estimates or extension calculations minimum.
• Analyze the difference between potential planning scenarios 
• Have a basic understanding of bookkeeping on Quickbooks
• Analyze a client’s P&L/BS for clarity and accuracy 

Technical Tax Skills & Knowledge 

• Have a basic understanding of tax preparation and tax returns 
• What returns/forms may need to filed 
• Understand the filing scope of the client and what docs may be relevant for a tax return 
• A desire to learn tax planning is crucial for this role 
• Review entity structure and create an Organizational Chart
• Learn the tax strategies offered to clients in their respective Tax Plan 
• Understand the step-by-step implementation for each strategy
• Understand Cost Segregation studies and own the process
• Get estimates based on data needed from the client  
• Act as the intermediary between us and our cost segregation partners 

Communication Skills & Organization  

• Sit on strategy calls (approximately 100-300) and document the items discussed 
• Draft up to-do’s after the call 
• Assist clients in tax strategy implementation
• Provide step-by-step instructions and guidance 
• Respond to client tax planning questions in a timely manner - ideally same day
• 24 business hours response time (3 days or less)
• Research Skills - we live in a world powered by internet and AI, must have the ability to research items on their own before reaching out for help 
• Chase clients and make sure they understand and implement the strategies discussed
• Send looms (recorded videos) to help guide the client 
• Schedule calls with client to make sure they are getting the number of calls needed

CORE VALUES

Our core values are the heart and soul of this incredible company. The right person for this role will appreciate each of these values, personally subscribe to them, and understand why each is critical to having a great business. 

• Communication 
• Respond to others how you would want to be responded to. You wouldn’t want to wait a day for a response, nor do others. Having kind candor and giving the not so great news is expected and needed. Using your voice is important and we want you to voice your opinion. 
• We use Slack – it is the go to for any communications
• We value over-communication (more context the better)
• We value speed in communication (be prompt in responding or provide context as to why you may be slow to respond)
• Weekly Team Meetings
• Ownership
• Deadlines are always met and you are able to own all your relationships internally and externally. Your work product is something you and the client are proud of. If a client had to rate your service on a scale of 1-10, would they give you a 10? 
• Work smarter not harder
• We are growing fast and in order to achieve our mission, this role will require a lot of hard work until we build into a greater balance. However we are looking for an addition who can get us there and by working smarter by leveraging better technology, process, and out of the box thinking.

Software You'll Use:

ProConnect (Intuit) – tax return and extension prep

TaxDome – CRM and secure client communication

QuickBooks Online – for coordinating with bookkeepers

Google Workspace – Docs, Sheets, Drive, Gmail (we don't use Microsoft Office)

Go High Level

AVAILABILITY

8-6 PM for any US time zone (preference for EST but flexible), must be flexible for the right candidates and able to work additional hours on weeknights and weekends. In addition, there will be peak busy season hours.

Busy season hours: 10 AM to 10 PM CST/PST/EST with weekend work

REPORTS TO - Lead Tax Advisor (Supervisor)

LOCATION - Fully Remote!

BENEFITS

• PTO - 14 days
• Sick Leave/Holidays
• No BS corporate culture - we're modern, laid back, and straight to the point
• Professional development opportunities and continuous learning
• Collaborative team culture with awesome co-workers
• Opportunity to grow with a fast-expanding firm
• Digital-first approach with cutting-edge tax technology
• Work alongside tax professionals focused on innovative tax strategies
• Entrepreneurial environment that rewards initiative and fresh ideas

Hiring Process

Apply and record a Loom/Video introducing yourself and explaining why you are a good fit for this position.

Email that to : HR@thecpadude.com

Prescreen interview (30 minutes)

Technical test (take-home)

Panel/culture interview (60 minutes)