Junior Tax Associate

Junior Tax Associate

Location: Remote - México

Employment Type: Full-time

We are seeking a Junior Tax Associate to join a growing, high-performing team focused on delivering high-quality tax credit and incentive services to clients across the United States. This role is ideal for someone early in their tax career who is detail-oriented, proactive, and eager to grow professionally in a collaborative, client-facing environment.

Key Responsibilities

• Support the preparation and management of U.S. tax credits and incentives, including R&D tax credits
• Analyze client operations to calculate and document tax credit qualifications
• Research federal and state tax credits and incentives
• Review, organize, and validate client-provided data
• Prepare calculations, workpapers, and tax deliverables
• Manage multiple client projects and meet internal, client, and governmental deadlines
• Communicate clearly and professionally with clients and internal team members
• Follow established Standard Operating Procedures (SOPs)

Required Qualifications

• Bachelor’s degree in Accounting, Finance, Business, or a related field
• At least 1 year of experience in tax accounting or public accounting
• Experience with tax return preparation and/or tax credits
• Knowledge of U.S. GAAP and U.S. tax laws and regulations
• Ability to read and interpret financial statements
• Proficiency in Microsoft Excel and Word
• Experience using tax research tools (CCH, BNA, Checkpoint, or similar)
• Strong attention to detail and organizational skills

Preferred Skills

• Ability to manage multiple projects simultaneously
• Strong written and verbal communication skills
• Client-focused mindset
• Ability to work effectively in a remote environment

This role offers meaningful professional growth, hands-on client exposure, and the opportunity to build a strong foundation in U.S. tax credits and incentives.

Requirements

Top 10 Key Requirements – Junior Tax Associate

1. Fundamental knowledge of U.S. tax accounting
2. Understanding of federal and state income tax concepts and basic compliance requirements.
3. Tax return preparation experience
4. Hands-on experience preparing and reviewing tax returns and supporting documentation.
5. Knowledge of tax credits and incentives
6. Familiarity with R&D Tax Credits or other U.S. tax incentive programs.
7. Ability to analyze financial statements
8. Skilled in reading and interpreting financial statements to assess tax impact and identify opportunities.
9. Tax research skills
10. Ability to research U.S. tax laws and regulations using tools such as CCH, BNA, Checkpoint, or similar resources.
11. Intermediate Excel skills
12. Experience using spreadsheets for calculations, data analysis, reconciliations, and validation.
13. High attention to detail and accuracy
14. Strong focus on producing error-free, high-quality tax work.
15. Ability to manage multiple clients or projects
16. Strong organizational and time-management skills to meet multiple deadlines simultaneously.
17. Professional client communication skills
18. Ability to communicate clearly and professionally with clients, both written and verbally.
19. Process and compliance awareness
20. Ability to follow Standard Operating Procedures (SOPs) and comply with internal and regulatory standards.