Tax Associate

Parallel Advisors

4d • $65,000 - $75,000 • Remote

About The Position

Parallel Advisors is seeking an experienced, results-driven Tax Associate to support client service and tax administration at its fast-growing Registered Investment Advisory firm. The role works closely with Tax Managers, clients, financial advisors, and other stakeholders. It supports tax organization management, team administration, tax document collection and sorting, verification of tax data scanned and imported into software, and client invoicing. The role may also assist cross-functional teams with additional duties, such as marketing tasks, that support the Firm’s service model and mission.

This position reports to the Tax Director. It is remote and may be based in any state where Parallel Advisors, LLC currently operates. The stated salary range is $65,000–$75,000, based on experience, with the opportunity for a discretionary semi-annual incentive award.

Requirements

• At least two years of experience in a professional tax practice, such as a CPA firm or a tax department within an RIA firm.
• Familiarity with key tax software, particularly SurePrep and Lacerte.
• Strong organizational, analytical, communication, and interpersonal skills.
• Ability to work effectively in a fast-paced, deadline-oriented environment.
• Ability to manage multiple demands and competing priorities.
• Technology proficiency, particularly with data entry and systems maintenance.

Nice To Haves

• A college degree is preferred.
• CRM experience is a plus; Salesforce is preferred.

Responsibilities

• Maintain client data files and monitor work statuses to help the team meet timelines and follow established workflows.
• Work with tax software, including SurePrep, Lacerte, and Canopy.
• Send tax organizers; gather and sort client documents; ingest documents into SurePrep; and verify that data is imported accurately into Lacerte.
• Coordinate all stages of tax engagements with clients, including printing returns, gathering client signatures, and administering the e-file process.
• Respond to inquiries and document requests from clients and financial advisors.
• Create client invoices using Canopy.
• Act as a liaison between in-house tax professionals and other Parallel stakeholders.
• Assist the Tax Director and/or Tax Managers with ad hoc requests and other projects.
• Potentially assist cross-functional teams with other duties, such as marketing tasks.

Benefits

• Opportunity for a discretionary, semi-annual incentive award.
• Health care benefits.
• Dental insurance.
• Vision insurance.
• 401(k) matching.
• Support for professional development and continuing education requirements, as well as other professional development.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed