Tax Associate

• Analyze and interpret tax laws, regulations, and policies
• Prepare and perform due diligence on federal and state income and franchise tax returns for corporations, partnerships, and limited liability companies
• Prepare individual tax returns, primarily Forms 1040 and 1040NR
• Calculate tax-basis depreciation and amortization for tax returns, tax reporting, and tax projections
• Prepare foreign tax returns, including Forms 5471, 5472, 8804, and 8805
• Prepare W-7 applications for ITINs
• Prepare 1099s, FBAR, franchise tax, and sales tax reports
• Prepare federal tax forms and applications, including EFTPS, EIN/SS-4, POA/2848, Elections 8832 and 2553, installment agreement requests, Form 843, and change-of-address Form 8822
• Prepare state tax forms and applications, including franchise tax questionnaires, nexus, reinstatements, terminations, and Texas formation and expansion filings
• Calculate quarterly estimated taxes
• Assist with estimated and balance-due payments
• Liaise with clients to resolve IRS inquiries
• Prepare and review responses to tax audits and notices
• Coordinate with the Accounting department and other business lines
• Develop tax support documentation
• Collaborate with Tax department staff
• Perform clerical duties, including typing letters and memos
• Contribute to special projects and process improvement initiatives
• Adhere to Jambrina’s quality policy and established standards and guidelines
• Perform other requested tasks as needed
• Maintain client focus to build strong relationships, foster loyalty, and support long-term success

• Bachelor’s degree in Accounting
• Knowledge of individual and business tax returns, including Forms 1040, 1120, 1120-S, and 1065
• Familiarity with tax research and basic tax law concepts
• Experience with tax software; UltraTax is a plus
• Strong Excel skills
• Strong attention to detail and accuracy
• Ability to manage deadlines in a fast-paced environment
• Clear written and verbal communication skills
• Willingness to learn and accept feedback
• Ability to work independently and collaboratively
• Strong organizational and time-management skills
• Comfortable interacting with clients and asking clarifying questions
• Willingness to work extended hours during tax season
• CPA candidacy or interest in pursuing CPA is optional but preferred
• 1–2 years of tax preparation experience preferred
• Experience working in an accounting firm is a plus

• Remote work arrangement
• Opportunity to grow taxation knowledge and experience