Appletree Business Services

Tax Associate

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: TYPE OF WORK

Full Time

: SALARY

1100

: HOURS PER WEEK

40

: DATE UPDATED

Jan 6, 2026

JOB OVERVIEW

Appletree Business Services is a steadily growing modern accounting firm for small to mid sized businesses in the USA. Our clients are landscapers, roofers, web designers, doctors - busy small business owners who we appreciate dearly. Appletree provides a monthly subscription for bookkeeping, business taxes, and personal taxes where we serve clients year round. Appletree is ranked in the top 10% of US accounting firms nationwide on Clutch. We're looking for a great Tax Associate to work alongside our tax managers.

RESPONSIBILITIES:
Track tax preparation statuses - reviewing client questionnaires, gathering tax documents, reminding clients which tax documents are missing
Prepare tax returns in UltraTax
Tax planning support - review what quarterly tax estimates have been sent to the client and paid
Communicate with clients via email and text
Review monthly financials
Supporting US tax managers

QUALIFICATIONS:
+2 years experience in US Taxes
+2 years experience using UltraTax
Experience in Quickbooks Online
Tech savvy - able to navigate Zoom, Slack, etc and learn new software quickly
Ability to manage deadlines across multiple clients with an awareness of what needs to be prioritized
Exceptional organization skills and attention to detail
Excellent communication skills with both clients and tea ---------- mbers across digital channels and an innate desire to build relationships
Humility and openness to coaching and critiques; always seeking to improve
Persistence and an ability to stay on track
Bookkeeping skills, general knowledge of payroll and accounting principles
Accounting degree

COMPENSATION & HOURS:
$1100/mo USD monthly salary
40 hours per week (typically 8:30-4:30 ET but schedule is flexible)

BENEFITS:
Flexible schedule
10 days PTO and all US federal holidays off
Continuing education and computer covered
Laptop and dual monitor paid for
Opportunity for advancement

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SKILL REQUIREMENT

Accounting Bookkeeping Tax Preparation

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Appletree Business Services

Tax Associate

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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