[Hiring] Tax Compliance Associate @Accruity

Role Description

We're seeking a Tax Compliance Associate to be the right hand of our Tax Compliance Execution Leader. Your job is to keep returns moving from intake to final filing without getting stuck. You manage the coordination layer between clients, our offshore prep team, and internal reviewers. You track everything. You close loops. You escalate before timelines are missed, not after.

• 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.

Qualifications

• 2+ busy seasons in a meaningful production role at a CPA firm focused on tax compliance.
• 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.
• Process-oriented by nature; follow systems, improve them, and document fixes.
• Clear, concise written communication skills.
• 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.
• Bachelor's degree in Accounting or Finance required; CPA candidate preferred.

Benefits

• Base Salary – Commensurate with experience.
• Health, dental, and vision insurance.
• 401(k) with matching.
• Professional development opportunities.
• Variable comp program in development for Q3 2026 rollout.
• Remote flexibility – Work remotely with flexibility for team collaboration and firm events.

Company Description

Accruity is a real estate-focused accounting and advisory firm with a fast-growing tax compliance practice — and we run it through an efficient, offshore-leveraged delivery model where a pay-per-return team handles core return preparation and our onshore staff ensures quality, completeness, and on-time filing.