Tax Associate

Parallel Advisors is looking for a results-driven, experienced Tax Associate. You will be joining a fast-growing Registered Investment Advisory firm with a culture of entrepreneurship, education, and collaboration. The Tax Administrator will work closely with our Tax Managers, clients, and financial advisors, to deliver high-touch service to our clients. The Tax Associate will report to the Tax Director and will work to aid our organization in maintaining a high level of service to our clients in the areas of tax organization management, team administrative work, tax document collection and sorting, verification of tax data scanned and imported into software, and client invoicing for services. You may also be asked to work with other cross-functional teams on other duties, such as marketing tasks, which support our service model and the overall mission of the Firm. This position is remote and can be based in any state Parallel Advisors, LLC is currently operating in.

Duties & Responsibilities:

• Support team members in meeting timelines and adhering to established workflows by accurately maintaining client data files and supervising work statuses
• Understand and work with tax software including SurePrep, Lacerte, and Canopy
• Send organizers, gather and sort client documents, ingest into SurePrep software and verify that data is imported accurately into Lacerte
• Coordinate the all stages of tax engagements with clients, including printing returns, gathering client signatures, and administering e-file process
• Field inquiries and document requests from clients and financial advisors
• Create client invoices using Canopy software
• Act as a liaison between in-house tax professionals and other Parallel stakeholders
• Assist the Tax Director and/or the Tax Managers with ad hoc requests and other projects that may arise

Qualifications:

• Familiarity with key tax software, particularly Sureprep and Lacerte.
• Minimum two years experience within a professional tax practice such as a CPA firm or tax department within an RIA firm.
• College degree preferred.
• Strong organizational, analytical, communication, and interpersonal skills.
• Ability to work effectively in a fast-paced and deadline-oriented environment.
• Capability to manage multiple demands and competing priorities.
• Savvy with technology, especially as it pertains to data entry and systems maintenance.
• CRM experience (Salesforce preferred) a plus

Company: Parallel Advisors, LLC

- Parallel Advisors is a fast-growing, independent, Registered Investment Advisory firm. We are headquartered in San Francisco, CA and have offices in Arizona, Colorado, Hawaii, Michigan, Ohio, and Texas. - To enhance our clients’ futures, we seek to know where they are today and where they want to be tomorrow. That means understanding not only their assets, such as concentrated stock holdings, real estate, and earning potential but also their aspirations, including all of their future financial goals. - With this information in-hand, we chart, assess, and evaluate different scenarios based upon their unique objectives, risk tolerances, and time horizons. From this insight, we build a financial framework from which all our recommendations – including savings directives, insurance requirements, and investment strategies – flow. This framework provides a repeatable, measurable way to make objective decisions as to how to allocate their assets now and into their future. - We offer our clients an open array of investment solutions, fee-based, and independent of any proprietary platforms. - At Parallel, we combine the best advisors, support staff, and industry-leading technology in collaborative partnership to offer our clients an extraordinary experience. - Parallel Advisors, LLC is an Equal Opportunity Employer.

Originally posted on Himalayas