Cookie Finance · 5 hours ago
Staff Tax Associate
Richmond, VA
Full-time
Onsite
Entry, Mid Level
1+ years expCookie Finance is a rapidly growing, VC-backed financial platform built for content creators. The Staff Tax Associate will support clients by developing personalized tax strategies, managing complex tax filings, and ensuring exceptional client experiences.
Financial Services
Responsibilities
Meet regularly with clients to develop personalized tax strategies and identify optimization opportunities
Manage preparation of complex filings including 1040, Partnership and S Corp returns alongside our staff accountants
Partner closely with team members to deliver exceptional client experiences
Take on expanding responsibilities as our firm scales, with comprehensive training and career development support
Qualification
Required
Minimum of 1 year experience in tax preparation
Strong customer service and communication skills
Excellent organizational, analytical, and problem-solving abilities
Preferred
Proficiency in QuickBooks and general accounting software
2-3 years experience in tax preparation
Company
Cookie Finance
Tech enabled accounting and finance platform built specifically for content creators and social media influencers.
11-50 employees
Funding
Current Stage
Early StageTotal Funding
$4M2024-09-30Seed· $4M
Recent News
2025-04-01
Richmond BizSense
2024-10-30
Company data provided by crunchbase