Tax Compliance Associate

• A production-focused accountant who has been in the thick of a CPA firm's busy season and knows what it takes to push a high volume of returns through a system without things breaking down?

• Someone who can own the full coordination layer between clients, an offshore return prep team, and internal reviewers — keeping every return moving without being chased?

• A tracker by nature — open items, due dates, and filing statuses are always current because you made them that way?

• Energized by the operational side of tax: getting returns through the system on time rather than being the face in front of the client?

• Someone who thrives on checklists and well-defined processes — the more moving parts, the more in your element?

• →Tax Workpaper Preparation & Review Support – Prepare and maintain all workpapers required to support accurate and complete client tax filings; flag deficiencies before return prep begins so nothing stalls mid-workflow.

• →Client Document Intake & Open Item Tracking – Own the client document collection process across all engagements; review every intake for completeness; follow up proactively on missing items; maintain a real-time open item log accessible to you and the Execution Leader at any moment.

• →Return Preparation Coordination – Assign, manage, and monitor return prep tasks with our offshore pay-per-return team; enforce firm standards on output quality; escalate delays and deficiencies immediately rather than absorbing them.

• →Filing Package Completion – Prepare final filing packages, e-file authorizations, client delivery materials, and internal documentation for every completed return — nothing leaves the system incomplete.

• →Client Filing Status Updates – Keep the Tax Compliance Execution Leader and internal stakeholders current on return status, blockers, approaching deadlines, and next steps; maintain visibility so the team can act, not react.

• 2+ busy seasons in a meaningful production role at a CPA firm focused on tax compliance — you've lived the pressure of high-volume, deadline-driven execution and know what it takes to push returns through a system without things falling apart.

• 1–3 years of experience in public accounting, tax compliance, or a high-volume tax production environment.

• Ability to manage multiple concurrent engagements without losing details — proven in a real environment, not just described in an interview.

• Process-oriented by nature: you follow systems, improve them when something doesn't fit, and document the fix.

• Clear, concise written communication — you'll coordinate regularly with an offshore prep team and precision matters.

• Hands-on experience with CCH Axcess preferred; exposure to Drake, UltraTax, or equivalent also considered.

• Real estate tax experience (partnerships, K-1s, multi-entity structures) is a plus, not a gate.

• Bachelor's degree in Accounting or Finance required; CPA candidate preferred.

We're looking for a production-minded accountant who's been in the thick of a real busy season and wants to build their career inside a firm that's scaling intentionally. If you know what it means to own a process and hold the line — let's talk.

Full-time employees are provided with an Accruity-issued laptop for use during their employment. 1099 contractors are expected to supply and use their own device.