Graphite · 3 months ago
Tax - Senior Associate
United States
Full-time
Remote
Mid, Senior Level
$75K/yr - $95K/yr
3+ years expGraphite Financial is a growing boutique finance, accounting, tax, and strategy firm that helps startup and high-growth companies scale efficiently and sustainably. They are seeking an experienced, process-driven Senior Associate to join their internal tax team, where the role involves managing tax needs for startup clients and collaborating with finance and accounting professionals.
AccountingConsultingFinanceFinancial ServicesVenture Capital
Responsibilities
Work closely with internal teams, external partners, and startup clients to help manage their tax needs, including R&D tax credit support
Planning, scheduling, and executing client engagements and proactively identifying potential obstacles and solutions
Prepare Federal and State income tax returns for Corporations, Partnerships and S-Corporations
Reviewing mid-level complexity Corporate, Partnership, and S-Corporation tax returns prepared by tax staff for accuracy
Managing multiple engagements concurrently with various teams to efficiently meet client deadlines
Stays abreast of tax law changes in the U.S. to manage risk and identify potential planning opportunities
Implementing tax planning opportunities
Handling and resolving tax controversies
Communicate with clients and tax authorities to represent clients as needed
Assess and research tax issues to identify solutions for current and onboarding clients as needed
Collaborate with our internal controller services teams to ensure smooth, timely delivery to clients
Assist as needed to complete ad-hoc projects
Qualification
Required
3-5 years of experience working in public accounting, with a focus on entity federal and state income tax compliance
You have a Bachelor's or Master's degree, from an accredited university majoring in accounting
Deep knowledge of tax code with demonstrated experience resolving complex tax issues
You are tech-savvy and adept at quickly understanding and utilizing both current and new software applications
Strong US federal and state tax technical knowledge with extensive tax compliance experience using tax software
Experience successfully running multiple projects and priorities simultaneously and can prioritize tasks and work efficiently towards completing them to meet all deadlines
You have a high degree of personal motivation, work ethic, and professionalism
You are optimistic and committed with a 'can-do' attitude and a flexible approach
You're a team player, who is comfortable working in a fast-paced environment
Preferred
A CPA license and/or Enrolled Agent is preferred but not required
R&D tax credit general knowledge a plus
UltraTax and CCH experience are a plus
Benefits
Flexible PTO to explore new places, hobbies, or TV shows
100% paid-for insurance coverage (health, vision, and dental) for you
401k with a company match
Access to many professional development opportunities to keep up with the company’s evolving needs
Competitive compensation packages
Company
Graphite
The #1 Team Startups Rely On For Accounting, CFO & Tax. Get clean books, strategic guidance and industry specific support, all in one place.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Red Iron Group
2023-05-31Private Equity
2021-03-05Acquired
Leadership Team
Jocelyn Wilson
Chief Operating Officer
Halsey McKinney
Partnerships & Growth
Recent News
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