Tax Senior Associate - Fully Remote

Frederick, MD — hybrid (3 days in office / 2 days remote for the first 90 days, then fully remote) Hours: Full-time, Monday–Friday, US Eastern hours Tools: ProConnect Tax, TaxDome, Microsoft 365, Loom Team: You will work with tax associates, client success, operations, and bookkeeping team members across the US, Perú, and Nepal 4–6 years of tax experience in a regional, boutique, or independent CPA firm — you’ve owned your work from start to finish ~ Experience with tax projections and research memos — or strong enough fundamentals to develop this quickly ~ CPA or EA credential, or actively pursuing one ~ You communicate well in writing and on video — clients and team members will hear from you ~ Tax returns reviewed and delivered on time — individual and business — without the founder touching them ~ Tax associates receive clear, actionable review comments that improve their work each season — zero repeat comments on the same issue ~ Loom video summaries recorded for every delivered return — clients feel informed, not just filed ~ Quarterly tax projections reviewed for accuracy before client delivery ~ After-strategy tax projections reviewed and approved within 3 business days of strategy implementation ~ Client tax inquiries researched and responded to — staff drafts, you approve, founder signs off only on exceptions ~ Tax research memos produced independently — e.g., a client considering a short-term rental purchase needs a clear analysis of whether it makes sense and how to execute ~Full assessment process owned — onboarding call, reviewing draft strategy, presenting results to the client ~ Tax department operates as an independent function ~ Path to Tax Manager title within 12–18 months based on performance • Performance bonuses: tax season bonus paid in April and holiday bonus paid in December, both based on firm performance — new client acquisition, client retention, and strategies implemented • Health reimbursement: $Paid time off and paid holidays • Paid continuing education — CPA/EA licensing supported • Path to full remote after initial 90-day hybrid period Senior Tax Associate — [Your Name] Shortlisted candidates will complete a brief Loom video screening before any live interviews. Final interview is in-person at our Frederick, MD office.