Tax Senior Associate

We’re looking for an experienced, proactive Tax Senior Associate who is part of a high‑performing team, supports clients with precision and heart, and helps drive the future of tax services at JFS. At JFS, we do things differently . No red tape: If you see a better way—we want you to run with it. Remote flexibility: Lead and grow without being stuck in a traditional office grind. Purposeful leadership: Shape systems and make a real impact on client success. ABOUT US: JFS Consulting is a well‑established management consulting firm, founded in 2018, with a strong reputation for delivering tailored, results‑driven strategies to businesses across a range of industries. We specialize in supporting rural healthcare hospitals and service‑based organizations. JFS offers services such as financial consulting, tax strategy, long‑term planning, operational efficiencies and financial transformation, and Fractional and Advisory CFO services. WHAT YOU’LL DO: As a Tax Senior Associate, you’ll work with a high performing team of accounting and financial professionals while identifying and implementing processes that serve high‑net‑worth individuals and businesses. Your leadership will be key to delivering exceptional tax services, driving the compliance function for clients including supervising the preparation and technical review of individual, partnership, pass‑through entities, and corporate tax returns. Ensure timely, accurate completion of client services: payroll, A/P, A/R, bookkeeping, and more. Essential Job Functions: Lead client kick‑off meetings with the Sales Team, establishing a solid rapport with clients as you take on the accounts. Financial prep, review, and consulting: Prepare and review financial statements, reports, and analyses for both internal and external stakeholders, ensuring accuracy and timeliness in accordance with regulatory requirements. Quarterly Meetings: Run or attend meetings with clients to go through how they are doing and provide feedback and estimated tax projections. Quarterly Estimates: Review client's YTD business and personal income and recalculate their upcoming required estimated payment, create a list of items to consult with the client. Tax Return Preparation: Prepare business and individual income tax returns. Tax Issue/Strategy Research: Perform tax strategy research and calculations for unusual tax issues and problems outside of day‑to‑day tax preparation tasks. Tax Notices: Prepare responses or call tax agencies to help clients. Sales Tax: Prepare and submit sales tax report to state. Detail Review: Compare source document to Client’s software, review tax return entry work done by other staff. Financial Statement Preparation: Assist with the month‑end preparation of board financial statements, utilizing different account systems related to the client's industry, reconciling, and reviewing workpapers, etc. Organize and update the tax database. Record tax entries into accounting software. Understand and apply tax reduction strategies. Prepare and/or review financial statements. Provides accounting support to the team as needed. Performs other duties as assigned. WHAT YOU BRING: Ability to exemplify the JFS, LLC core values. See below. Ability to maintain confidentiality of conversations, data records, files, and other vital information. Ability to communicate and work well with all departments, while actively listening, acknowledging different perspectives, experiences, and expressing appreciation and recognition. Strong supervisory and leadership skills with the ability to lead, mentor, coach, encourage, and motivate others. In‑depth knowledge of accounting principles, financial regulations, and tax laws. Proficiency in accounting software and financial management systems. Excellent verbal and written communication skills. Ability to manage budgets and expenses and potentially negotiate with vendors and suppliers. Ability to build relationships and interact positively with employees, management staff, and customers, even in stressful situations. Ability to identify issues, address them, and provide effective solutions. Ability to maintain compliance with local, state, and federal regulations. Ability to adapt to changes and handle them with professionalism. Proficient with Microsoft Office Suite, QuickBooks, or other software and accounting programs. Strong analytical and problem‑solving skills. Ability to motivate and manage a team, resolve issues, and contribute to a positive work environment. Ability to work independently and in a team to meet deadlines. Strong planning, multitasking, time management, and customer service skills are most critical. Ability to learn new programs and processes quickly. Strong attention to detail and accuracy in financial recordkeeping. Education and Experience: 5 years of tax experience required with proven work experience as a Tax Senior/Tax Associate. Accounting and payroll knowledge. Basic knowledge of the tax code for individuals and small business with experience in S‑Corp and Partnership returns. 1+ years' experience working in a remote setting. Prefer a licensed CPA or EA or working toward one. Proficient in QBO, QBD and Ultra Tax. Experience with Project Management Software such as Asana, Notion, Monday, ClickUp, a plus. WHY JFS? We’re a team that follows our Core Values. This is your chance to work somewhere that values impact over ego, process over chaos, and people over politics. You’ll thrive in this role if you: Want to grow with the company. Want to have a huge impact in scaling a company. Able to see cascading effects of decisions to spot challenges before they arise. The JFS Core Values below resonate with you and the team you want to join. JFS Company Core Values: We Coach: We are always looking for ways to help clients with their financial freedom/success. We are obsessed with process and efficiency improvements to help the team and clients. Coaching clients and fellow team members is in your DNA and we want everyone to rise together. We Think: We think on a micro and macro level when attacking a problem, solving the issue at hand and preventing it from happening in the future. We take it upon ourselves to be resourceful and try to figure out things ourselves, seeking out help when we need to confirm. We Communicate: We are proactive, direct and open communicators. We provide timely updates to keep the team & our clients informed, using the proper tools. We are proactive and have excellent time & client engagement management. We don’t take on more than we can handle and are not afraid to speak up to reprioritize. We act with urgency & stay until they get the job done. We add to the culture and help foster more interaction and human connection to grow relationships internally and externally. We believe transparency and direct feedback is kind as it supports growth and trust with clients and team members alike. We are committed to customer service excellence and building positive relationships with the leadership team, clients, vendors, and staff. We understand that no one person can succeed if we do not all succeed. We believe there is no task too small regardless of our role, always willing to roll your sleeves to get the job done. JOB TYPE: Full-time PAY: $80,000 - $95,000 annual salary dependent on experience and geographic location BENEFITS: Health insurance through Aetna (premiums partially covered by JFS for employees) $0 cost dental and vision (fully covered for employees at base plan) 100% employer paid life insurance (at base plan) HSA/FSA accounts Retirement plan with 3% company match after 1 year Up to $1,200 in professional development reimbursements per year $200 per year donation matching to support your favorite causes Company issued laptop Remote work environment with office in Grand Junction, Colorado Coaching and management support with regular 1:1 meetings Performance reviews and feedback to support you and the team to reflect and grow We want our interview process to respect your time as the applicant by being transparent and moving at a reasonable pace. Our goal is to have our application to hire process last no more than 1 month. We also want to provide updates in the process for all applicants, even those we decide not to move forward with. Our hiring steps include: Video Screen with Chief of Staff Video Interview with COO and Leadership Team Member Video Interview with CEO and Tax Director Reference Check Offer Call Onboarding Physical Requirements: Travel may be required for off‑location meetings, conferences, or events. Prolonged periods sitting at a desk while working on a computer. Additional Requirements: Due to the nature of our business, and urgency of our clients' needs, you may be required to work additional hours, evenings and/or weekends. We are an Equal Opportunity Employer We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other status protected by law or regulation. We intend that all qualified applicants are given equal opportunity and that selection decisions be based on job‑related factors. #J-18808-Ljbffr