Viaggio Partners · 2 months ago
Encurio - Senior Tax Associate/Strategist - 100% Remote With Actual Work/Life Balance
United States
Full-time
Remote
Mid, Senior Level
4+ years expViaggio Partners is a planning-centric accounting and advisory firm focused on innovation and client relationships. They are seeking a Senior Tax Associate who will manage client work, prepare complex tax returns, and mentor junior team members while ensuring high-quality service and efficiency.
Accounting
Responsibilities
Managing between $300,000-350,000 in revenue of client work
Developing meaningful professional relationships with:
Our clients: supporting role relationship built on trust and connection
Team members: effectively communicating to clarify work expectations, timing, and overall capacity, and mentor and grow professional soft skills
Taking the lead on high-level technical work, making judgment calls on how best to handle relational and/or technical situations, and backing up interpretation of technical research
Troubleshooting government correspondence and take proper action to resolve issues for clients, and performing other related duties and project work as assigned
Identifying process development opportunities for efficiency, clarity, and client service excellence
Meet with team in the morning to organize day/week, and 1:1 with a staff member you mentor
Preparing the firm’s more complex tax returns, tax plans, and analyses
Review tax preparers’ work for quality assurance, driving on-time completion, answering team member questions to support technical development
Maintaining proactive communication with team and clients to obtain missing information
Sit in on client meetings with Tax Advisors, take meeting notes, send recaps, and oversee execution of work
Researching assigned topics, or those new to you, to support accurate tax form preparation
Qualification
Required
4-5+ years of recent experience preparing complex individual, S corp, LLC, and SMLLC returns in public accounting or CAS firm required
2-3+ years of recent experience reviewing tax returns required
Understanding of tax basis accounting and ability to read and understand financial statements required
Overall generalist with solid technical tax knowledge in various areas, including multi-state apportionment, cost segregation, basis limitations, multi-entity clients, entity selection, PTET, etc
Preferred
1-2 years of experience with basic tax strategy, planning and/or consulting experience strongly preferred
CPA or EA, or those actively pursuing completion in 2026, preferred
Degree in accounting or a related field preferred, but not required
At least 4 years of client service experience preferred
Past experience managing and developing junior accounting team members
Professional Zoom presence
Experience and comfort utilizing cloud-based accounting software and tools like Notion, Slack, and Microsoft Office Suite (Excel, Outlook, and Word)
Real estate tax strategies: depreciation, manual cost segregation studies, 1031 exchange reporting, aggregating, ST vs LT qualifications
C corp taxation
California tax law
Foreign tax reporting: FBAR, Form 8938, GILTI
Form 3115 Request for Change in Accounting Method
M&A advisory
Retirement plan review and selection
GAAP accounting principles
QuickBooks Pro Advisor Certification
Benefits
Unlimited PTO… and we expect you to use it. We believe in balance (not burnout). Take your time, stay accountable.
Annual paid sick time or in accordance with state law, upfront each year
Monthly stipend toward individual health care coverage
Dental and vision insurance available
401k plan with 4% match
Flexible work hours: You do not have to be at your desk from 9-5, within reason.
Life/disability insurance and parental leave benefits
Company
Viaggio Partners
Welcome to the world of Recruiting Coordination. Viaggio guides your candidates on a rigorous journey from initial resumes to final interview.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Kristen DiFolco
Founder and CEO
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