Role Description Join the team at Strategic Financial Reporting, Inc. (SFR), where our primary goal is to provide top-notch bookkeeping, tax, accounting, and consulting services to our diverse clientele. We empower our employees to design their Perfect Job Positions to ensure they can thrive in areas they are passionate about. We are currently seeking a motivated Tax Associate who is eager to contribute to our remote accounting firm and support our clients effectively. The Tax Associate will be instrumental in preparing tax returns, ensuring compliance with tax regulations, and providing tax-related advice to our clients. You will assist in conducting tax research, staying current with tax laws, and helping clients navigate complex tax issues. Working closely with your team, you will also contribute to streamlining our tax preparation processes and enhancing client satisfaction. Main Responsibilities - Prepare and review various types of tax returns, including individual, corporate, and partnership taxes. - Conduct thorough tax research and stay updated on changes in tax laws and regulations. - Provide clients with timely tax advice and planning strategies to minimize tax liabilities. - Communicate with clients to gather information and clarify any queries regarding tax issues. - Assist in tax audits and respond to inquiries from tax authorities. - Work collaboratively with the accounting team to ensure accurate financial reporting and compliance. - Contribute to the development and improvement of Standard Operating Procedures (SOPs) related to tax preparation. - Maintain a high level of confidentiality and professionalism in all interactions. - Assist in bookkeeping tasks. Team Collaboration As a remote position within SFR, effective communication is paramount. You will work closely with your colleagues and managers to deliver exceptional service to our clients, ensuring transparency and adherence to deadlines. Regular check-ins and feedback sessions will facilitate continued professional growth and alignment with our core values. At SFR, we believe in fostering an environment of growth and shared knowledge. You will be encouraged to pursue ongoing education and training to enhance your skills and stay up to date with industry changes. Core Values - Do What You Say You are Going to Do. - Increase Your Quality of Life. Work Smart- Do More With Less. - Be Passionate and Determined. Love What You Do or Don’t Do It. - Be Adventurous, Creative, and Open-Minded. - Pursue Growth and Learning. - Build Open and Honest Relationships With Effective Communication. Over-Communication Trumps No-Communication. - Build a Positive Team, Family Spirit and Laugh Every Day. - Leverage New and Innovative Technologies. - Propose Solutions to All Problems. - Always Do Your Best. Qualifications - Bachelor's degree in Accounting, Finance, or a related field. - 2+ years of experience in tax preparation or public accounting. - Strong knowledge of federal and state tax regulations and compliance requirements. - Proficiency in tax software and Microsoft Office Suite. - Excellent research and analytical skills to interpret complex tax issues. - Strong oral and written communication skills, with the ability to interact effectively with clients. - Attention to detail and accuracy in tax return preparation. - Ability to manage multiple tasks and meet deadlines in a fast-paced environment. - Willingness to adapt to new technologies and tax systems. - Ability to work both independently and as part of a collaborative team. - Dedicated home office space with a reliable high-speed internet connection. - Capacity and commitment to work 35-40 hours per week. Benefits - Fully Remote - Work from Home - Flexible schedule - build the schedule that works best for you. - Health Insurance with a company contribution - Opportunity for Growth & Advancement - 40 Hours of Paid Sick Leave Annually - Paid vacation hours accrued based on hours worked - 5 Paid Floating Holidays Annually - Choose your own holidays - 401k Retirement Savings Plan (after 1 year) with company matching - Medical Flexible Spending Account (FSA)

Role Description - Aufbau und fachliche Führung eines Teams im Bereich indirekte Steuern - Etablierung und Sicherstellung von kanzleiweiten Qualitätsstandards und -prozessen - Umfassende steuerliche Beratung nationaler und internationaler Mandanten im Bereich indirekte Steuern - Durchführung von Umsatzsteuer-Compliance- und Analyseprojekten - Betreuung von OSS-Verfahren, innergemeinschaftlichen Lieferungen und Dreiecksgeschäften - Erstellung und Review von Umsatzsteuervoranmeldungen und Umsatzsteuererklärungen - Prüfung von Steuerbescheiden sowie Kommunikation mit Mandanten und Finanzbehörden - Übernahme von Mandatsverantwortung und Erstellung von Mandanteninformationen zur Umsatzsteuer Qualifications - Erfolgreich absolviertes Steuerberater-Examen (m/w/d) - Ausgeprägte Affinität zu indirekten Steuern sowie fundierte Fachkenntnisse in diesem Bereich - Freude an der Schaffung von Strukturen - Sicherer Umgang mit den gängigen DATEV-Anwendungen - Gute Kenntnisse in den MS-Office-Anwendungen - Gute Englischkenntnisse sind wünschenswert, aber kein Muss - Eigenverantwortliche Arbeitsweise und offen für digitale Arbeitsmethoden - Wunsch nach einer langfristigen, kollegialen Zusammenarbeit mit Perspektive Benefits - Tolle Arbeitsatmosphäre mit offenem Kommunikation und flachen Hierarchien - Homeoffice/Remote-Arbeiten mit professioneller Ausstattung ab dem ersten Tag - Attraktive Vergütung, Nettolohnoptimierung, erfolgsabhängige Prämien und betriebliche Altersvorsorge - Kita- und Fahrtkostenzuschüsse sowie ein Deutschlandticket - Verfügbarkeit eines Dienstfahrrads - Gleitzeit und 28 Urlaubstage im Jahr ohne Urlaubssperren - Heiligabend, Silvester und Rosenmontag sind arbeitsfrei - Option zur Freizeit- oder Auszahlung von Mehrarbeit - Interne Aufstiegsmöglichkeiten und fachliche Weiterbildung durch externe Aus- und Fortbildungsseminare

• Responsible for preparing quarterly and annual US income tax provision in accordance with ASC 740 • Prepare quarterly estimated tax payments • Support the preparation and review of the annual federal and state income tax returns • Prepare working papers for annual property tax returns • Manage multiple administrative filings like business license renewal and FBAR etc. • Support the monthly close and ensure that it is completed correctly and timely • Work with Senior Tax Manager on direct and indirect tax audits include working with the tax authorities and providing response for notices • Perform ad hoc duties as assigned

Role Description As a Manager in Wealth Tax – Trusts & Estates, you will play a critical role in delivering fiduciary tax compliance and planning services to high-net-worth individuals, families, family offices, and fiduciaries. This role offers the opportunity to deepen technical expertise in trust and estate taxation while managing engagements and developing client relationships. Responsibilities: - Manage and review fiduciary, estate, and gift tax returns, including Forms 1041, 706, 709, and related state filings. - Provide tax planning and advisory services related to estate, gift, and generation-skipping transfer (GST) tax matters. - Assist clients with wealth transfer strategies, charitable planning, and trust structuring to achieve long-term family objectives. - Research and interpret complex federal and state tax laws affecting trusts, estates, and fiduciary income taxation. - Supervise, mentor, and review the work of tax staff and senior associates; provide training and performance feedback. - Collaborate with attorneys, financial advisors, trustees, and estate planners to support comprehensive estate planning and administration. - Assist with fiduciary accounting, estate administration matters, and audit or inquiry responses related to trust and estate tax issues. - Stay current on legislative and regulatory changes impacting trusts and estates and communicate implications to clients and internal teams. Qualifications - Bachelor’s degree in Accounting, Finance, or related field; CPA required. JD or LL.M. in Taxation preferred. - Minimum of five (5) years of experience in trust and estate taxation, preferably in a public accounting or law firm environment. - Strong working knowledge of fiduciary income tax, estate tax, gift tax, and related compliance requirements. - Experience with fiduciary accounting and estate administration preferred. - Strong analytical, research, and problem-solving skills. - Demonstrated ability to supervise and develop staff. - Proficiency in tax software (CCH Axcess, GoSystem, or similar) and Microsoft Office Suite. Benefits - If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!