Tax Associate II
| Verified Pay check_circle | Provided by the employer$23.17 - $36.30 per hour |
|---|---|
| Hours | Full-time |
| Location | Austin, Texas |
About this job
Job Description: Tax Associate II
Job Title
Tax Associate II
Department
Tax
Career Level
Level 5 – Experienced
Reports To
Tax Manager
FLSA Classification
Non-Exempt (hourly; eligible for overtime)
Employment Type
Full-time
Work Location
Austin, TX (Stassney Lane and Cesar Chavez Street offices).
Hybrid or In-person.
Pay Range
$23.17 – $36.30 per hour, based on experience
About Ramirez Accounting Service, LLC
Ramirez Accounting Services, LLC (RAS) provides bookkeeping, tax and payroll services to businesses and individuals. Our team helps clients keep accurate, organized records so they can make sound decisions and meet their deadlines with confidence.
Position Summary
The Tax Associate II independently prepares standard individual and business tax returns, reconciles source documents to the return, researches routine tax questions and corrects issues found in review. This role also handles sales tax compliance, information returns and client tax questions. Returns are reviewed by a Senior Tax Associate, Tax Supervisor or Tax Manager before filing.
Essential Duties and Responsibilities
The duties below are the essential functions of this position.
Duty Area
Key Tasks
Time
Tax return preparation
- Prepare individual and business federal and state returns independently.
- Reconcile client source documents to each return.
- Support year-end accounting cleanup needed to prepare returns.
- E-file returns after final approval.
35%
Source-document review and quality checks
- Review source documents for completeness before preparation.
- Check returns for accuracy, completeness and compliance before submitting them for final review.
- Correct review notes promptly.
20%
Client meetings and service
- Meet with clients to gather tax information and explain results.
- Answer client tax questions and request missing information.
15%
Sales tax, information returns and state compliance
- Prepare and file sales tax returns.
- Prepare 1099-NEC and other information returns.
- Handle business and entity openings and closures with state agencies.
15%
Tax research and continuing education
- Research routine tax questions and document the answer.
- Stay current on tax law, IRS requirements and firm procedures.
10%
Records and time tracking
- Maintain accurate client records and protect confidential taxpayer information.
- Record time to each client in Canopy.
5%
Total
Time estimates are approximate and change with client needs and deadlines.
100%
Other duties: Support special projects and other related duties as assigned by management. These are not essential functions of the position.
Decision-Making Authority
May decide independently
- Preparing and checking returns, sales tax filings and 1099 forms
- Identifying missing information
- Resolving routine tax issues and making routine corrections
- Prioritizing workload
Requires approval
- Final return filing (e-file)
- Complex or unusual tax situations and significant tax positions
- Matters involving compliance or financial risk
- Exceptions to firm policies
- Fee adjustments and payment arrangements
Qualifications
Required: meet one qualifying pathway
- Education path: Associate degree in accounting, finance or taxation plus 1 year of relevant tax experience.
- Experience path: No college degree. At least 2 years of relevant tax experience.
A college degree is not required when the experience path is met. Related military training and duties may satisfy a pathway when the candidate demonstrates the required skills.
Required skills
- Valid IRS Preparer Tax Identification Number (PTIN)
- Hands-on preparation of standard individual and business returns
- Reconciling source documents to the return
- Professional tax software and correcting review notes
- Working knowledge of federal and state tax law
- Clear, professional communication with clients
- Protecting confidential taxpayer information under IRS Section 7216
- No people-management experience required
Preferred
- 3 years of tax preparation experience
- Business-return experience
- Professional tax software experience (UltraTax)
- Enrolled Agent (EA) credential or progress toward it
- Additional coursework in accounting, finance or taxation
- Bilingual in English and Spanish
- QuickBooks Online certification
Tools and Systems
- Tax preparation software (UltraTax)
- Canopy (client tasks, time tracking, documents and client portal)
- Microsoft 365, including Excel, Word, Outlook and Teams
- QuickBooks Online and Desktop (to review client books)
- IRS and Texas Comptroller online services
- ADP (schedule and timekeeping)
Working Conditions and Physical Demands
- Office-based position. Hybrid or In-person schedules
- Office hours are Monday–Friday 8:00 a.m.–6:00 p.m. and Saturday 9:00 a.m.–2:00 p.m.
- Extended hours are required during busy seasons (January–April and September–October) and near filing deadlines. All overtime must be approved in advance.
- Extended computer work while seated or standing, with frequent keyboard and mouse use.
- Reading fine print on tax documents and statements.
- Occasionally lifting and carrying client document boxes up to 20 pounds.
- No regular travel.
Reasonable accommodations will be provided to enable qualified individuals with disabilities to perform the essential functions of this position.
Performance Measures
Performance is measured with the Tax Associate II KPI Scorecard, reviewed quarterly, and the annual performance evaluation. Measures focus on on-time returns, accuracy at review, client service, sales tax and information-return compliance, time tracking and growth toward Senior Tax Associate.
Career Path
Next step: Senior Tax Associate (Level 4). Requires a bachelor’s degree in accounting, finance or taxation plus 3 years of relevant tax experience, or 5 years of relevant tax experience without a degree. The Senior Tax Associate handles individual and business engagements independently, including complex returns, documented research, workpapers, discrepancy resolution and client explanations, and mentors colleagues. EA or CPA preferred. Promotions depend on demonstrated performance and business needs.
RAS may sponsor training, certification programs and courses related to job duties with prior approval, as described in the RAS Team Manual.
Equal Employment Opportunity
Ramirez Accounting Services, LLC is an equal opportunity employer. The Company prohibits unlawful discrimination and harassment based on race, color, religion, gender, sexual orientation, gender identity, age, disability, national origin, veteran status or any other protected status. Reasonable accommodations will be provided where required.
This job description describes the general nature and level of work for this position. It is not a complete list of all duties and does not create an employment contract. Employment with RAS is at-will. Duties may be updated to reflect business needs.
Compensation details: 23.17-36.3 Yearly Salary
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