Tax Associate

Job Description

Job Description

Job Title : Tax Associate (Remote)

Location : 100% Remote (U.S. Based)

Company : EZ FILE NOW – A Modern Wealth Management Firm

Salary : Up to $79,000 + Performance Bonus + Sign-On Bonus

Experience Required : 1–3 Years

About EZ FILE NOW

We’re not your typical CPA firm. EZ FILE NOW is a fast-growing, client-focused wealth management and tax advisory firm helping individuals and business owners unlock financial success. We believe in innovation, accessibility, and a modern approach to tax and financial services. Our mission is simple : help others achieve success in finances —and that includes our team.

What You’ll Do

As a Tax Associate at EZ FILE NOW, you’ll play a key role in delivering personalized, accurate, and timely tax support to our diverse client base. You’ll collaborate with a dynamic virtual team, contribute to strategic tax planning, and provide outstanding client service—all from the comfort of your home.

Responsibilities :

Prepare and review individual, sole proprietor, and small business tax returns (1040, Schedule C, etc.)

Assist with tax planning strategies for high-net-worth individuals and small business owners

Support client communications via email, phone, and secure portal

Keep up with the latest IRS regulations and tax code changes

Collaborate with our team to improve processes and enhance the client experience

Contribute to educational content or webinars if desired (we encourage thought leadership)

What We’re Looking For

1–3 years of tax preparation or tax advisory experience (not necessarily in a CPA firm)

Strong knowledge of federal and state tax laws

Experience with tax software (Drake, ProConnect, or similar)

Excellent communication skills and comfort working with clients remotely

Self-motivated, detail-oriented, and tech-savvy

Degree in Accounting, Finance, or related field preferred, but not required if experience is strong

Perks & Benefits

💰 Competitive Commission Salary – up to $79,000

💸 Performance-Based Bonus

🎁 Sign-On Bonus

🏠 Fully Remote – work from anywhere in the U.S.

📚 Ongoing training and professional development

🌱 Growth opportunities within a rapidly scaling firm

❤️ Supportive and inclusive work culture

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