Staff Tax Associate jobs in United States
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Blue Heron Capital · 8 hours ago

Staff Tax Associate

Cookie Finance is a rapidly growing accounting and tax technology startup for content creators. They are looking for a Staff Tax Associate to support industry-leading content creators by managing tax obligations and providing strategic tax planning and preparation oversight.

Angel InvestmentFinancial ServicesHealth CareSecurity
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Responsibilities

Meet regularly with clients to develop personalized tax strategies and identify optimization opportunities
Manage preparation of complex filings including 1040, Partnership and S Corp returns alongside our staff accountants
Partner closely with team members to deliver exceptional client experiences
Take on expanding responsibilities as our firm scales, with comprehensive training and career development support

Qualification

Accounting degreeTax preparation experienceQuickBooks proficiencyCustomer service orientationAnalytical skillsCommunication skillsOrganizational skillsProblem-solving abilities

Required

Associate's or Bachelor's degree, ideally in Accounting, Finance, or a related field
1-3 years experience in tax preparation
Proficiency in QuickBooks and general accounting software
Strong customer service orientation and communication skills
Excellent organizational, analytical, and problem-solving abilities

Company

Blue Heron Capital

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Blue Heron Capital invests in small-cap growth equity companies in healthcare and tech-enabled business services.

Funding

Current Stage
Early Stage

Leadership Team

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Tom Benedetti
Co-Founder & Managing Partner
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Company data provided by crunchbase