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:
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Prepare and review individual, sole proprietor, and small business tax returns (1040, Schedule C, etc.)
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Assist with tax planning strategies for high-net-worth individuals and small business owners
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Support client communications via email, phone, and secure portal
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Keep up with the latest IRS regulations and tax code changes
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Collaborate with our team to improve processes and enhance the client experience
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Contribute to educational content or webinars if desired (we encourage thought leadership)
What We’re Looking For
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1–3 years of tax preparation or tax advisory experience (not necessarily in a CPA firm)
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Strong knowledge of federal and state tax laws
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Experience with tax software (Drake, ProConnect, or similar)
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Excellent communication skills and comfort working with clients remotely
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Self-motivated, detail-oriented, and tech-savvy
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Degree in Accounting, Finance, or related field preferred, but not required if experience is strong
Perks & Benefits
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💰 Competitive Commission Salary – up to $79,000
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💸 Performance-Based Bonus
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🎁 Sign-On Bonus
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🏠 Fully Remote – work from anywhere in the U.S.
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📚 Ongoing training and professional development
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🌱 Growth opportunities within a rapidly scaling firm
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❤️ Supportive and inclusive work culture
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