Cookie Finance · 3 weeks ago
Staff Tax Associate
United States
Full-time
Remote
Entry, Mid Level
1+ years expCookie Finance is a rapidly growing, VC-backed financial platform built for content creators, seeking an experienced Staff Tax Associate to support their clients. In this role, you will help clients navigate complex tax situations, develop personalized tax strategies, and manage the preparation of complex filings.
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
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