Tax Associate

 Posted 2 months ago
  
 Mexico
  
0-2 years experience
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AI Summary

The associate will support the preparation, analysis, and filing of U.S. tax credits, focusing on R&D tax credits, by analyzing client operations and technical documentation. Key duties include conducting regulatory research, validating client data, preparing detailed workpapers, and managing multiple client engagements to meet deadlines.

Tax Associate

 Remote | Full-time

About the Role

We are looking for a detail-oriented and proactive Junior Tax Associate to join a fast-growing, high-performing team specializing in U.S. tax credits and incentives. This role is ideal for early-career professionals who want to deepen their expertise in R&D Tax Credits and gain hands-on experience in a dynamic, client-facing environment.

You will play a key role in supporting end-to-end tax credit engagements, working closely with experienced professionals while contributing directly to client deliverables and project execution.

Key Responsibilities

  • Support the preparation, analysis, and filing of U.S. tax credits and incentives, with a focus on R&D tax credits
  • Analyze client operations, financial data, and technical documentation to determine eligibility and calculate credits
  • Conduct research on federal and state tax regulations and incentive programs
  • Review, organize, and validate client-provided documentation and financial data
  • Prepare detailed workpapers, calculations, and supporting documentation
  • Manage multiple client engagements simultaneously while meeting deadlines
  • Collaborate with internal teams and maintain clear, professional communication with clients
  • Ensure compliance with internal processes and Standard Operating Procedures (SOPs)

Required Qualifications

  • Bachelor’s degree in Accounting, Finance, Business, or a related field
  • 1+ year of experience in tax, public accounting, or tax advisory
  • Hands-on experience with tax returns and/or tax credits (R&D preferred)
  • Solid understanding of U.S. GAAP and U.S. tax regulations
  • Ability to read and interpret financial statements
  • Proficiency in Microsoft Excel and Word
  • Experience with tax research tools (e.g., CCH, BNA, Checkpoint, or similar)
  • Strong attention to detail and organizational skills


Preferred Skills

  • Ability to manage multiple projects in a fast-paced environment
  • Strong analytical, problem-solving, and communication skills
  • Client-focused mindset with a high level of professionalism
  • Self-motivated with the ability to work effectively in a fully remote environment

Why Join Us

  • Exposure to high-impact U.S. tax credit projects across diverse industries
  • Hands-on learning and mentorship from experienced professionals
  • Clear path for career growth and specialization in tax incentives

  • Collaborative, performance-driven, and supportive team culture.



Requirements

Top 10 Requirements

  1. Bachelor’s degree in Accounting, Finance, or a related field
  2. 1+ year of experience in tax or public accounting
  3. Experience with tax credits (R&D Tax Credits preferred)
  4. Knowledge of U.S. tax regulations and U.S. GAAP
  5. Experience preparing tax returns
  6. Ability to analyze and interpret financial statements
  7. Advanced proficiency in Microsoft Excel (required)
  8. Experience with tax research tools (CCH, BNA, Checkpoint, or similar)
  9. Advanced English proficiency (written and verbal)
  10. Strong attention to detail, organization skills, and ability to manage multiple projects and meet deadlines


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