Tax Associate

What Tax Associate Jobs are in Bridgeport Showing 1808 Tax Associate jobs in Bridgeport At InsCipher, our commitment to our customers is what drives us. Ours is a culture of innovation and progress. We are a creative team of doers constantly striving to develop value-driven products and services for our customers. Our ultimate goal is to become the trusted authority and leading partner for state departments of insurance, surplus lines associations, and brokers nationwide. We’re achieving that goal by enhancing every facet of our customers reporting and tax filings through education and innovative, streamlined compliance solutions. We’re growing fast and want you to be a part of it! We’re looking for a talented, detail-oriented Tax Associate - Remote to join our team. Under the direction of the Filing Services Team Lead this role will be responsible for completing filings, reports, and reconciliations of surplus lines taxes in all states. Key Responsibilities Timely and accurately complete state regulatory surplus lines tax filings Ensure proper documents are received and reviewed from client submission Conduct compliance and quality review on documents, state legislation, codes and procedures associated with surplus lines tax filing Maintain working knowledge of surplus lines tax regulations Reconcile filings with InsCipher Connect platform and state transaction reports Assist in directing other team members as needed to maintain compliance with all surplus lines tax filings Manage multiple priorities in a high-volume position, deliver timely and accurate work products with a focus on customer service, and respond with a sense of urgency as required Assist with any surplus lines audits, verifying transactions, documents, and filings Assist with surplus lines calls and accurately and efficiently respond to emails, outlook tasks, and voicemails Provide technical assistance to InsCipher Connect clients Coordinate multiple projects, ensuring timely and accurate deliverables and effectively resolve any issues that occur Effectively build professional, positive working relationships with both clients and all levels of the organization Independently investigate, research, and resolve issues that may arise during the filing, reconciliation, or payment processes Properly document all correspondence with the state and client in their applicable location Support the Surplus Lines Tax Leadership Team in fulfillment of ad hoc requests, as needed Adapt to and provide feedback on any internal workflow and process changes Escalate customer, state, or internal issues through proper channels when needed Required to perform other duties as requested, directed, or assigned Requirements and Qualifications Associate or Bachelor's degree in Accounting, Finance, or related field preferred 2+ years of accounting, compliance, or insurance related experience Intermediate skills in Excel or other spreadsheet software Self-directed and detail-oriented with strong organizational, decision-making, and time management skills Effectively works independently and as part of a team Demonstrated willingness to take initiative and act decisively Health, dental, and vision plans Amazing work-life balance with 4 weeks of Paid Time Off 10 Paid Company Holidays with 2 floating holidays 401K Programs with employer match Personal assistant programs for support in a healthy personal and work life Why InsCipher? At InsCipher, you'll join a team of disruptors, innovators, and forward-thinkers. We're not just changing the game; we're creating a new one. We offer a dynamic, inclusive work environment where your ideas are valued, and your contributions lead to real change. With us, you'll have the opportunity to: Work on cutting-edge projects that are reshaping an industry Collaborate with a team of passionate, like-minded professionals Enjoy a culture that values flexibility, innovation, and personal growth Compensation Range: $21/hr - $26/hr We are proud to be an equal-opportunity employer. We are committed to providing equal opportunities to all qualified applicants, regardless of race, color, religion, sex, national origin, disability, or any other legally protected characteristics. If you need accommodation, please let us know during the interview process. Intuit is seeking highly motivated individuals to join our dynamic team as a dedicated Tax Associate - TurboTax Store in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Associate - TurboTax Store, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer's unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This nonexempt role requires onsite presence at a TurboTax location in the United States and offers both seasonal and year-round opportunities. During the interview process, we will discuss your career goals and availability to match you with the schedule that works best for you. What You Will Do: Be a Proactive Community Ambassador Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. Provide Tax Expertise Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Key Qualifications: Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws. Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. Familiarity with Circular 230 Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand . Interest in building a local and online social presence as a Tax Associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies Bilingual (English/Spanish) communication skills are a plus Experience in holistic tax advisory services beyond tax filing Must be willing to wear a TurboTax uniform Must be willing to work in a front facing retail environment Attributes and skills: Passionate about empowering customers and helping them overcome the complexities of taxation. Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Exceptional customer service skills, high empathy, and a friendly, professional demeanor. Excited to be showcased as a TurboTax Associate in local and national marketing efforts. Strong verbal and written communication skills. Ability to work in a fast-paced environment independently while managing multiple priorities. Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: Maryland $24.50 - $27.00 Massachusetts $25.50 - $28.50 New Jersey $25.50 - $28.50 New York $25.50 - $28.50 Vermont $24.50 - $27.00 Washington $25.50 - $28.50 Washington DC $24.50 - $27.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits ). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender. FY28 State and Local Tax Associate - Income Franchise We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM. At RSM, associates work with large and small companies in various industries. They develop strong working relationships with clients built on understanding their businesses and challenges. Associates work on multiple team engagements each year, including several pieces of any particular assignment not just one part. Working in a mutually respectful team environment helps our associates perform at their best and integrate their career with their personal life. Responsibilities: Integrating state and local tax services with existing clients Completing tax planning and research tasks Developing an understanding of state and local tax regulations and accounting pronouncements Reviewing client’s current tax processes to identify inefficiencies and provide enhancements to improve the client’s procedures and reduce tax exposure Working with the client’s information technology personnel to obtain data of historical purchasing and sales to analyze for reporting requirements, audit procedures, and review for potential refund or credits Assisting the client with evaluating sales/use tax software systems that meet their compliance needs and support the implementation process Basic Qualifications: Minimum B.A. or B.S. degree or equivalent from an accredited university Accounting major Travel to assigned client locations is required. Must have access to and ability to arrange for use of reliable modes of transportation to those locations Preferred Qualifications: Working toward the successful completion of the CPA exam - tax associates have the opportunity to obtain the audit hours required for full certification Excellent written and verbal communication skills Strong computer skills, including proficiency in Microsoft Excel Ability to work effectively on a team Ability to work and multitask in a fast-paced environment At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about your total rewards at . All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise pursue do adopt. please call us at or send us an email at . RSM does not intend to hire entry-level candidates who require sponsorship now or in the future. This includes individuals who will one day request or require RSM to file or complete immigration-related forms or prepare letters on their behalf in order to obtain or continue their work authorization. RSM will consider for employment qualified applicants with arrest or conviction records. At RSM, an employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $74,800 - $89,250 What other jobs are popular in this category? Explore these high-demand roles to expand your search: Didn't find the right job? Get Career Advice to find your ideal role. #J-18808-Ljbffr