About the Company
We are a Fortune 500 organization providing industry-leading financial, technology, consulting, and business services to clients across the United States and global markets. Our success is driven by operational excellence, regulatory compliance, and an unwavering commitment to delivering exceptional client experiences through innovative financial solutions and world-class professional services.
Our Tax Services organization supports individuals, businesses, and enterprise clients by delivering accurate tax compliance, reporting, advisory support, and operational excellence. Leveraging advanced tax technologies, intelligent automation, artificial intelligence, and secure digital platforms, we simplify complex tax processes while ensuring compliance with federal, state, and local regulations.
We are seeking a highly motivated Tax Support Associate to provide operational and administrative support for tax preparation, compliance, client service, and tax documentation. This role is responsible for assisting tax professionals with processing tax-related information, maintaining accurate records, supporting client inquiries, and ensuring the timely completion of tax operations.
The Tax Support Associate partners with Tax Advisors, Certified Public Accountants (CPAs), Finance, Legal, Compliance, Client Services, and Operations teams to deliver efficient, accurate, and compliant tax support services.
This opportunity is ideal for professionals who enjoy working in a fast-paced financial environment, possess exceptional attention to detail, and are committed to delivering outstanding client service.
Essential Duties and Responsibilities
- Support tax professionals with the preparation and processing of individual, corporate, partnership, and business tax documentation.
- Review tax forms, financial records, and supporting documentation for completeness and accuracy.
- Maintain confidential client tax records within secure enterprise systems.
- Assist with tax return assembly, electronic filing preparation, and document management.
- Respond to client inquiries regarding tax documentation, filing status, and required information.
- Coordinate with internal departments to obtain financial information supporting tax compliance activities.
- Monitor filing deadlines and assist in ensuring timely completion of tax engagements.
- Prepare reports, tracking logs, and operational dashboards for tax management.
- Assist with IRS, state, and local tax correspondence under management supervision.
- Support tax research activities and maintain current knowledge of applicable tax regulations.
- Ensure compliance with company policies, regulatory requirements, and internal quality standards.
- Identify process improvement opportunities that enhance operational efficiency and client satisfaction.
- Participate in tax season planning and workload management initiatives.
- Maintain the highest level of confidentiality when handling sensitive financial and client information.
Job Qualifications and Requirements
- Bachelor’s degree in Accounting, Finance, Business Administration, Taxation, Economics, or a related discipline preferred.
- Associate degree with relevant professional experience will also be considered.
- Minimum of 2 years of experience in tax support, accounting, bookkeeping, finance operations, or administrative financial services.
- Knowledge of federal, state, and local tax processes and documentation requirements.
- Experience using tax preparation software such as Thomson Reuters, CCH Axcess, Intuit ProConnect, UltraTax CS, or comparable platforms is preferred.
- Proficiency in Microsoft Excel, Word, Outlook, and enterprise financial systems.
- Strong understanding of financial documentation, recordkeeping, and compliance procedures.
- Excellent organizational, analytical, and communication skills.
- Ability to manage multiple priorities while maintaining exceptional attention to detail.
Personal Capabilities and Qualifications
The successful Tax Support Associate is detail-oriented, organized, and committed to delivering accurate, timely, and confidential tax support services. They possess excellent communication skills and work effectively within collaborative financial environments.
Ideal candidates possess:
- Strong tax administration and financial support expertise.
- Excellent organizational and documentation skills.
- Outstanding attention to detail and data accuracy.
- Strong analytical and problem-solving abilities.
- Effective communication and client service skills.
- High level of integrity and confidentiality.
- Ability to prioritize multiple deadlines during peak tax seasons.
- Adaptability within dynamic regulatory environments.
- Continuous learning mindset.
- Commitment to operational excellence and customer satisfaction.
Strategic Support
As a member of the Tax Services organization, the Tax Support Associate provides strategic support by:
- Supporting timely and accurate tax preparation activities.
- Improving operational efficiency across tax workflows.
- Maintaining regulatory compliance and documentation accuracy.
- Enhancing client satisfaction through responsive support.
- Strengthening financial record management and reporting.
- Supporting audit readiness and quality assurance initiatives.
- Assisting tax professionals during high-volume filing periods.
- Contributing to continuous improvement across tax operations.
Working Conditions
- Fully Remote position within the United States.
- Flexible work schedule supporting collaboration across multiple U.S. time zones.
- Additional hours may be required during peak tax filing seasons.
- Approximately 5–10% domestic travel for training, professional development, and departmental meetings.
- Company-provided laptop, secure tax software, enterprise financial systems access, and home office technology support.
- Collaborative environment focused on compliance, professionalism, innovation, and continuous learning.
Job Function
The Tax Support Associate is responsible for supporting tax preparation, documentation management, client communications, compliance activities, and operational reporting across enterprise tax services. This role works closely with tax professionals, finance teams, and clients to ensure accurate, efficient, and compliant tax operations. Success is measured through documentation accuracy, filing timeliness, client satisfaction, operational efficiency, compliance performance, and overall support of the tax organization.
Compensation & Benefits
Compensation Package
Base Salary: $214,000 – $276,000 USD annually
Compensation is determined based on tax operations experience, accounting knowledge, technical skills, geographic location, certifications, and overall qualifications.
Eligible employees may also receive:
- Annual Performance Bonus
- Finance & Tax Excellence Incentive Program
- Long-Term Equity Incentive Program (Role Eligible)
- 401(k) with Company Match
- Comprehensive Medical, Dental, and Vision Insurance
- Flexible Paid Time Off
- Paid Company Holidays
- Paid Parental and Family Leave
- Professional Certification and Continuing Education Reimbursement
- Home Office and Technology Stipend
- Employee Stock Purchase Program (where applicable)
- Wellness and Mental Health Benefits
- Life and Disability Insurance
- Career advancement opportunities into Senior Tax Associate, Tax Analyst, Tax Accountant, Tax Operations Manager, or Corporate Tax Manager.
Why Join Us
Tax compliance and operational excellence are essential to our continued success. As a Tax Support Associate, you’ll contribute to a high-performing tax organization by supporting critical compliance activities, delivering exceptional client service, and helping ensure the accuracy of complex tax operations.
You’ll work alongside experienced tax professionals, accountants, finance leaders, and technology specialists while leveraging advanced tax software and enterprise financial systems. We invest in our employees through ongoing professional development, modern technology, and meaningful career advancement opportunities, empowering you to build a rewarding career in tax and finance.
Job Features
| Job Category | Tax Services & Finance Operations |