Tax Associate

Invisor CPA helps individuals and businesses manage US tax filing, planning, bookkeeping, and compliance with confidence.

Role Overview

This role supports US tax preparation, bookkeeping review, client communication, and compliance work for individuals and businesses.

You will work with a collaborative CPA team, review financial records, prepare tax workpapers, and help clients understand deadlines and next steps.

  • Prepare individual and business tax workpapers.
  • Review bookkeeping records and supporting documents.
  • Communicate clearly with clients and team members
  • Track deadlines, notices, and open tax items

What You Will Do

You will help prepare returns, organize source documents, reconcile financial activity, and support advisory notes for clients.

  • Prepare accurate tax schedules and workpapers.
  • Communicate missing items and review notes clearly.
  • Maintain confidentiality with client financial records.

What We Look For

We value tax knowledge, attention to detail, professional communication, and curiosity about helping clients make better financial decisions.

Experience with US tax forms, accounting systems, bookkeeping cleanup, or client service is helpful for this role

Qualifications

You will help prepare returns, organize source documents, reconcile financial activity, and support advisory notes for clients.

  • Prepare accurate tax schedules and workpapers.
  • Communicate missing items and review notes clearly.
  • Maintain confidentiality with client financial records.

Benefits Of Working With Us

You will help prepare returns, organize source documents, reconcile financial activity, and support advisory notes for clients.

  • Prepare accurate tax schedules and workpapers.
  • Communicate missing items and review notes clearly.
  • Maintain confidentiality with client financial records.

Role Overview

This role supports US tax preparation, bookkeeping review, client communication, and compliance work for individuals and businesses.

You will work with a collaborative CPA team, review financial records, prepare tax workpapers, and help clients understand deadlines and next steps.

  • Prepare individual and business tax workpapers.
  • Review bookkeeping records and supporting documents.
  • Communicate clearly with clients and team members
  • Track deadlines, notices, and open tax items

What You Will Do

You will help prepare returns, organize source documents, reconcile financial activity, and support advisory notes for clients.

  • Prepare accurate tax schedules and workpapers.
  • Communicate missing items and review notes clearly.
  • Maintain confidentiality with client financial records.

What We Look For

We value tax knowledge, attention to detail, professional communication, and curiosity about helping clients make better financial decisions.

Experience with US tax forms, accounting systems, bookkeeping cleanup, or client service is helpful for this role

Qualifications

You will help prepare returns, organize source documents, reconcile financial activity, and support advisory notes for clients.

  • Prepare accurate tax schedules and workpapers.
  • Communicate missing items and review notes clearly.
  • Maintain confidentiality with client financial records.

Benefits Of Working With Us

You will help prepare returns, organize source documents, reconcile financial activity, and support advisory notes for clients.

  • Prepare accurate tax schedules and workpapers.
  • Communicate missing items and review notes clearly.
  • Maintain confidentiality with client financial records.

Role Overview

This role supports US tax preparation, bookkeeping review, client communication, and compliance work for individuals and businesses.

You will work with a collaborative CPA team, review financial records, prepare tax workpapers, and help clients understand deadlines and next steps.

  • Prepare individual and business tax workpapers.
  • Review bookkeeping records and supporting documents.
  • Communicate clearly with clients and team members
  • Track deadlines, notices, and open tax items

What You Will Do

You will help prepare returns, organize source documents, reconcile financial activity, and support advisory notes for clients.

  • Prepare accurate tax schedules and workpapers.
  • Communicate missing items and review notes clearly.
  • Maintain confidentiality with client financial records.

What We Look For

We value tax knowledge, attention to detail, professional communication, and curiosity about helping clients make better financial decisions.

Experience with US tax forms, accounting systems, bookkeeping cleanup, or client service is helpful for this role

Qualifications

You will help prepare returns, organize source documents, reconcile financial activity, and support advisory notes for clients.

  • Prepare accurate tax schedules and workpapers.
  • Communicate missing items and review notes clearly.
  • Maintain confidentiality with client financial records.

Benefits Of Working With Us

You will help prepare returns, organize source documents, reconcile financial activity, and support advisory notes for clients.

  • Prepare accurate tax schedules and workpapers.
  • Communicate missing items and review notes clearly.
  • Maintain confidentiality with client financial records.

Role Overview

This role supports US tax preparation, bookkeeping review, client communication, and compliance work for individuals and businesses.

You will work with a collaborative CPA team, review financial records, prepare tax workpapers, and help clients understand deadlines and next steps.

  • Prepare individual and business tax workpapers.
  • Review bookkeeping records and supporting documents.
  • Communicate clearly with clients and team members
  • Track deadlines, notices, and open tax items

What You Will Do

You will help prepare returns, organize source documents, reconcile financial activity, and support advisory notes for clients.

  • Prepare accurate tax schedules and workpapers.
  • Communicate missing items and review notes clearly.
  • Maintain confidentiality with client financial records.

What We Look For

We value tax knowledge, attention to detail, professional communication, and curiosity about helping clients make better financial decisions.

Experience with US tax forms, accounting systems, bookkeeping cleanup, or client service is helpful for this role

Qualifications

You will help prepare returns, organize source documents, reconcile financial activity, and support advisory notes for clients.

  • Prepare accurate tax schedules and workpapers.
  • Communicate missing items and review notes clearly.
  • Maintain confidentiality with client financial records.

Benefits Of Working With Us

You will help prepare returns, organize source documents, reconcile financial activity, and support advisory notes for clients.

  • Prepare accurate tax schedules and workpapers.
  • Communicate missing items and review notes clearly.
  • Maintain confidentiality with client financial records.

Current Career Openings

Both senior and early-career professionals are invited to inquire about positions at our fast-growing firm.

Tax Associate

Join a client-focused tax and accounting team supporting US individuals and businesses.

Tax Compliance Specialist

Join a client-focused tax and accounting team supporting US individuals and businesses.

Staff Accountant

Join a client-focused tax and accounting team supporting US individuals and businesses.

Senior Tax Advisor

Join a client-focused tax and accounting team supporting US individuals and businesses.

Tax Associate & Client Service Lead

Join a client-focused tax and accounting team supporting US individuals and businesses.

Tax Compliance Specialist

Join a client-focused tax and accounting team supporting US individuals and businesses.

Staff Accountant

Join a client-focused tax and accounting team supporting US individuals and businesses.

Senior Tax Advisor

Join a client-focused tax and accounting team supporting US individuals and businesses.

Tax Associate & Client Service Lead

Join a client-focused tax and accounting team supporting US individuals and businesses.

Staff Accountant

Join a client-focused tax and accounting team supporting US individuals and businesses.

Senior Tax Advisor

Join a client-focused tax and accounting team supporting US individuals and businesses.

Tax Compliance Specialist

Join a client-focused tax and accounting team supporting US individuals and businesses.

Staff Accountant

Join a client-focused tax and accounting team supporting US individuals and businesses.

Senior Tax Advisor

Join a client-focused tax and accounting team supporting US individuals and businesses.

Tax Associate & Client Service Lead

Join a client-focused tax and accounting team supporting US individuals and businesses.

Staff Accountant

Join a client-focused tax and accounting team supporting US individuals and businesses.

Build Your Career With A Tax And Accounting Team.

Explore CPA, tax, and bookkeeping roles focused on clear client service and accurate financial work.