Tax Associate

Jambrina CPA, Accounting and Tax Advisors

. Analyze and interpret tax laws, regulations, and policies .

Posted 11/9/2026full-timeRemote • New York • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in tax preparation and compliance, including federal and state income tax returns, with strong analytical skills to interpret tax laws and regulations. Proficient in client communication and collaboration to resolve inquiries and support tax audits.

Highest-signal resume keywords

Tax PreparationFederal And State Income Tax ReturnsTax Software ExperienceStrong Excel SkillsAttention To Detail

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax Law AnalysisTax Basis DepreciationForms 1040 And 1040NRForms 5471, 5472, 8804, And 8805W-7 Applications1099 PreparationFBAR ReportingFranchise Tax ReportingEFTPS, EIN/SS-4, And POA/2848 FormsTax Research

Soft Skills

Clear Communication SkillsOrganizational SkillsTime ManagementClient InteractionWillingness To Learn

Tools & Technologies

UltraTaxExcel

Certifications & Qualifications

Bachelor’s Degree In Accounting

Industry Keywords

Tax ComplianceTax AuditsAccounting Firm ExperienceTax Professional StandardsClient Focus

About the role

Key responsibilities & impact

Analyze and interpret tax laws, regulations, and policies
Prepare and perform due diligence on federal and state income and franchise tax returns for corporations, partnerships, and limited liability companies
Prepare individual tax returns, mainly Forms 1040 and 1040NR
Calculate tax basis depreciation and amortization for tax returns, tax reporting, and tax projections
Prepare foreign tax returns including Forms 5471, 5472, 8804, and 8805
Prepare W-7 applications to apply for ITIN
Prepare 1099s, FBAR, Franchise Tax, and Sales Tax reports
Prepare miscellaneous federal tax forms and applications, including EFTPS, EIN/SS-4, POA/2848, Elections/8832 and 2553, installment agreement requests, Form 843, and change of address/8822 forms
Prepare miscellaneous state tax forms and applications, including Franchise Tax questionnaires, nexus, reinstatements, terminations, and TX formation and expansion filings
Calculate quarterly estimated tax
Assist with estimated and balance-due payments using available payment methods
Liaise with clients to resolve IRS inquiries
Prepare and review responses to tax audits and notices
Coordinate with the Accounting department and other business lines
Develop proper tax support documentation
Collaborate with Tax department staff
Comply with tax professional standards and ethics
Perform clerical duties such as typing letters and memos to meet agencies’ information requirements
Support special projects and process improvement initiatives
Adhere to Jambrina’s quality policy and established standards and guidelines
Perform other requested tasks as needed
Maintain client focus to build strong relationships, foster loyalty, and achieve long-term success

Requirements

What you’ll need

Bachelor’s degree in Accounting
Knowledge of individual and business tax returns (Forms 1040, 1120, 1120‑S, 1065, etc.)
Familiarity with tax research and basic tax law concepts
Experience with tax software (UltraTax is a plus)
Strong Excel skills
1–2 years of tax preparation experience preferred
Experience working in an accounting firm is a plus
Strong attention to detail and accuracy
Ability to manage deadlines in a fast‑paced environment
Clear written and verbal communication skills
Willingness to learn and accept feedback
Ability to work independently and collaboratively
Strong organizational and time‑management skills
Comfortable interacting with clients and asking clarifying questions
Willingness to work extended hours during tax season

Benefits

Comp & perks

Remote work arrangement
Opportunity to grow taxation knowledge and experience