Experienced Tax Associate at Premier Group in Washington, DC, USA

Job description

• • Serve as a key quality control resource within a growing tax department.
• • Build advanced expertise in complex tax areas, from multi-state returns to entity structures.
• • Mentor and develop junior staff while working closely with the Tax Manager.
• • Work in a remote-first environment with a collaborative, nationally distributed team.
• • Develop a clear path toward greater technical ownership and leadership within the tax practice.
• • Build advanced expertise in complex tax areas and identify tax planning opportunities during review.
• • Drive quality improvements by identifying error patterns and recommending training, checklist enhancements, and best practices.
• • Coach and develop junior staff to build team capability and support succession planning within the tax department.
• • You're detail-oriented and technically strong, with a passion for getting returns right the first time.
• • You enjoy mentoring others as much as solving technical tax issues.
• • You can communicate complex tax treatment clearly and constructively.
• • You want to build deep expertise in specific tax areas and become a go-to resource for the team.

Responsibilities

• Quality Control & Return Review
• • Perform initial review of federal, state, and local tax returns for mathematical accuracy, proper data input,
• and correct classification of income, deductions, and credits.
• • Verify that supporting documentation is present, properly referenced, and internally consistent across all
• forms and schedules.
• • Document review findings and questions for preparer follow-up using the firm's internal QC checklist.
• Technical Guidance & Staff Development
• • Communicate review findings clearly and constructively to preparers, explaining proper tax treatment and
• applicable law.
• • Mentor junior staff and answer preparer questions throughout the return preparation process.
• • Escalate complex technical issues to the Tax Manager with analysis and recommendations.
• IRS Notices & Client Correspondence
• • Review tax notices to determine required action and response timelines; resolve straightforward issues independently.
• • Gather client documentation and prepare written responses following firm templates and procedures.
• • Keep the Tax Manager and clients informed of resolution progress and track notice status in the client management system.
• Tax Research
• • Research complex or unusual tax issues using IRS publications, tax code, regulations, and firm resources.
• • Document research findings for Tax Manager review and contribute to a shared library of common research issues.
• Client Files & Workflow
• • Maintain accurate client files and update practice management systems to reflect current task status.
• • Monitor the review queue, prioritize by deadline, and support the department's goal of 100% on-time delivery.
• Professional Development
• • Complete required CPE hours annually and attend internal training sessions on tax updates and firm
• procedures.
• • Stay current on recent tax legislation and IRS guidance and share relevant updates with the team.
• • Develop deep expertise in specific tax areas to serve as a team resource.

Requirements

• • Demonstrated experience preparing and/or reviewing federal, state, and local tax returns.
• • Strong working knowledge of tax software and practice management systems.
• • Excellent written and verbal communication skills, with the ability to explain tax treatment to preparers and clients alike.
• • CPA or EA (or progress toward licensure) preferred.
• • Strong organizational skills and comfort managing a review queue against firm deadlines.

Skills

Preferred

• CPA or EA (or progress toward licensure)

Benefits

• • Remote-first work environment with a collaborative, nationally distributed team.
• • Full medical, dental, and vision benefits.
• • Flexible retirement plan (401(k)).
• • Paid time off, including vacation, sick leave, and public holidays.
• • Ongoing CPE support and internal training on tax updates and firm procedures.