Two Roads · 2 months ago
Tax Associate
Farragut, TN
Full-time
Onsite
Entry, Mid LevelTwo Roads is a remote financial services firm focused on providing expert services to small business clients. They are seeking a Tax Associate to help clients optimize tax strategies, ensure compliance with tax laws, and maintain strong client relationships.
Business Development
Responsibilities
Utilize Quickbooks Online (or other software, if needed) to gather and analyze client information for tax preparation and tax planning
Tax prep write-up and preparation of any necessary year-end adjustments to prepare accurate and complete business tax returns and schedules
Prepare and file federal and state income tax returns including forms 990, 1040, 1041, 1065, 1120, and 1120S
Review federal and state income tax returns
Communicate and help implement tax minimization strategies
Prepare entity and personal tax projections
Research federal and state tax rules and regulations as necessary
Develop a trusted relationship with your clients
Respond timely to clients and the internal team
Maintain status of returns using TaxDome
Communicate with other Two Roads team members regarding tax related matters
Be willing to share your tax knowledge with the team, as needed
Participate in weekly team meetings
412 all-staff monthly meeting
Liaison with the IRS and/or other regulatory bodies
Ensure accurate and timely filing of tax returns to meet all regulatory deadlines
Maintain detailed records of tax-related activities, client interactions, and supporting documentation
Collaborate with colleagues and supervisors to maintain consistent adherence to industry best practices and quality standards
Stay current with developments in tax legislation, IRS regulations, and industry trends to ensure accurate and up-to-date tax advice and services
Qualification
Required
Strong understanding of tax regulations
Exceptional attention to detail
Ability to communicate complex tax matters to clients in an understandable manner
Utilize Quickbooks Online (or other software, if needed) to gather and analyze client information for tax preparation and tax planning
Tax prep write-up and preparation of any necessary year-end adjustments to prepare accurate and complete business tax returns and schedules
Prepare and file federal and state income tax returns including forms 990, 1040, 1041, 1065, 1120, and 1120S
Review federal and state income tax returns
Communicate and help implement tax minimization strategies
Prepare entity and personal tax projections
Research federal and state tax rules and regulations as necessary
Develop a trusted relationship with your clients
Respond timely to clients and the internal team
Maintain status of returns using TaxDome
Communicate with other Two Roads team members regarding tax related matters
Be willing to share your tax knowledge with the team, as needed
Participate in weekly team meetings
Liaison with the IRS and/or other regulatory bodies
Ensure accurate and timely filing of tax returns to meet all regulatory deadlines
Maintain detailed records of tax-related activities, client interactions, and supporting documentation
Collaborate with colleagues and supervisors to maintain consistent adherence to industry best practices and quality standards
Stay current with developments in tax legislation, IRS regulations, and industry trends to ensure accurate and up-to-date tax advice and services
Must be in Eastern or Central time zones
Preferred
CPA or EA certification
Benefits
Remote work - enjoy working from home
Flexibility – get work done when it fits into your schedule (while still being responsive to clients and teammates during normal business hours, and meeting deadlines)
Autonomy – self-starters rejoice! No micromanaging here.
Great Team Culture – teammates with a broad range of experience and skills that are willing to help with any questions you may have
Growth Potential – enjoy a culture where opportunities for excellence and efficiency come from all levels of the organization, which result in personal and professional growth.
Company
Two Roads
A cloud based firm that specializes in relieving the burden of bookkeeping.
Founded in 2011
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Melissa Holbrook
CFO team lead
Patrick Patterson, CPA
Outsourced CFO
Recent News
The Philadelphia Inquirer
2025-06-17
Company data provided by crunchbase