Tax Associate (Remote) jobs in United States
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Fondo · 2 months ago

Tax Associate (Remote)

Fondo is a company that provides bookkeeping, tax, and tax credits services for startups. As a Tax Associate, you will be responsible for providing federal and state tax compliance and consulting services while collaborating with the Accounting and Operations teams.

AccountingBusiness DevelopmentProductivity Tools
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Responsibilities

Data input into ProConnect Tax Software and conduct international tax return review
Review and occasional support of financial statements
Maintain customer project list
Assist with various State and Federal filing deadlines
Continually check client Slack channels for potential support needs
Maintain filing system in cloud-based software
Research of problems or questions from clients
Implement strategy with sales and marketing teams
Additional projects and duties as assigned

Qualification

CPA certificationProConnectQuickBooks OnlineMicrosoft ExcelGeneral accounting knowledgeTax accounting knowledgeInternational tax knowledgePriority managementClient managementResearch techniquesStatistical report preparationProblem-solving

Required

Bachelor's Degree required
1+ years of experience in accounting
Strong knowledge of general accounting and tax accounting
Extensive experience with business and individual tax returns (federal and state), particularly C-Corps
Working knowledge of international tax
Proficient in ProConnect, QuickBooks Online, and Microsoft Excel
Excellent priority management skills
Experience managing financials for multiple clients
Ability to clearly describe accounting systems and processes in written correspondence and procedure manual format
Knowledge of research techniques to analyze data and make recommendations
Proficient in using accounting and information systems to organize and present financial data
Ability to prepare statistical reports and analyze financial reports
Adaptable and comfortable with ambiguity, able to problem-solve creatively and manage multiple client and filing deadlines at once

Preferred

concentration in Accounting or Finance preferred
CPA certification preferred

Benefits

Bonuses: Eligible for performance-based bonuses.
Health Coverage: Comprehensive medical, dental, and vision insurance plans to ensure the well-being of you and your family.
Retirement Savings: Benefit from our 401(k) plans, including Roth options, with a generous company match of up to 4%.
Flexible Paid Time Off: Take time when you need it, plus 16 paid company holidays.
Work Environment: Thrive in a collaborative, ambitious, innovative, and inclusive culture.

Company

Fondo

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Fondo helps with bookkeeping and beyond so founders can grow their businesses with more resources.

Funding

Current Stage
Growth Stage
Total Funding
$10M
Key Investors
Money Forward Venture PartnersCapchase
2024-11-22Seed· $7M
2023-02-13Pre Seed· $1.2M
2023-02-13Debt Financing· $1.8M

Leadership Team

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David J. Phillips
Founder & CEO
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Brian Simmons
Chief Product and Technology Officer
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Company data provided by crunchbase