Pay: $65,000-$85,000 annually (based on experience)
Schedule: Full-Time (40 hours per week)
Location: Loveland, CO (Hybrid available after onboarding)
Reports To: Director of Operations
About the Role
We're looking for a Tax Associate who can independently prepare tax returns while helping us build a growing tax practice. The ideal candidate takes ownership, solves problems, embraces technology, and wants to expand beyond traditional tax preparation responsibilities.
You'll work directly with a CPA, gain exposure to tax planning, client relationships, and practice operations, and have the opportunity to grow into a larger role as the tax business expands.
This is an opportunity to join a growing firm where you'll have meaningful influence on both the client experience and the future of the tax practice.
Who Thrives Here
You may be a great fit if you:
- Take ownership without being asked.
- Enjoy improving processes and finding better ways to get things done.
- Are comfortable using technology and AI tools.
- Want exposure beyond preparing tax returns.
- Enjoy working in a growing business where your contributions matter.
- Are interested in long-term career growth and expanding responsibilities over time.
This Role May Not Be a Fit If:
- You are only looking for seasonal tax work.
- You prefer narrowly defined responsibilities.
- You want a position focused exclusively on tax return preparation.
- You are not interested in helping build and improve processes.
Minimum Requirements
- Experience independently preparing individual Form 1040 tax returns.
- Ability to prepare standard individual returns with limited supervision.
- Strong attention to detail and organizational skills.
- Strong written and verbal communication skills.
- Comfortable learning and using technology and AI tools.
- Must be located in Colorado.
Preferred Qualifications
- Experience in a CPA firm, tax preparation firm, or financial services environment.
- Experience with tax software, CRM systems, and client portals.
- Experience preparing 100+ individual tax returns.
- Experience reviewing returns or supporting tax planning initiatives.
- Working toward a CPA license or interested in long-term growth within the profession.
Key ResponsibilitiesTax Preparation & Client Service
- Prepare individual tax returns (Form 1040) for CPA review.
- Analyze tax documents and identify missing information.
- Communicate directly with clients regarding tax questions and document requests.
- Prepare extensions, estimated tax payments, and state filings.
- Assist with tax notices and resolution workflows.
- Ensure tax returns are completed accurately and on time.
Tax Operations
- Manage tax client onboarding and document collection.
- Review incoming documents for completeness and accuracy.
- Monitor workflow status and proactively address bottlenecks.
- Manage e-file processes and filing confirmations.
- Help maintain an organized and scalable tax preparation process.
Tax Planning Support
- Assist with tax planning opportunities and client deliverables.
- Help identify potential tax savings strategies for CPA review.
- Participate in client meetings when appropriate.
- Support year-round tax-related projects and initiatives.
Growth & Process Improvement
- Identify opportunities to improve workflows and client experience.
- Help build scalable processes as the tax practice grows.
- Leverage technology and AI tools to improve efficiency.
- Support firm initiatives and special projects as assigned.
What Success Looks Like
- Consistently prepares accurate, high-quality tax returns.
- Demonstrates initiative and strong follow-through.
- Takes ownership of client issues through resolution.
- Identifies and implements workflow improvements.
- Contributes to the growth and scalability of the tax practice.
- Delivers an exceptional client experience.
- Becomes a trusted resource for both clients and team members.
Benefits
- Paid Time Off
- Paid Holidays
- Health Insurance Reimbursement plan
- Retirement Plan with Employer Match
- Professional Development Opportunities
- Hybrid Work Flexibility After Onboarding
Pay: $65,000.00 - $85,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Paid sick time
- Paid time off
Application Question(s):
- Are you within driving distance of Loveland, Colorado?
- Have you prepared and/or eFiled at least 50 -1040s?
- Are you a CPA or looking to become one?
- What tax forms are you most familiar with?
Work Location: In person
