Junior Income Tax Associate

About the role

Howard Financial is a tech-forward outsourced accounting and finance firm serving clients in Vacation Rental, Hospitality, Consumer & E-Commerce, and Development & Real Estate. It is looking for a Junior Income Tax Associate to join its growing tax team and prepare U.S. federal and state income tax returns for a portfolio of clients. The role is hands-on and learning-heavy, working closely with Tax Managers who review your work, coach you and gradually hand you more complex engagements.

Key responsibilities

• Prepare U.S. federal and state income tax returns, including Forms 1040, 1065, 1120-S and 1120, for review by a Tax Manager
• Prepare extensions and quarterly estimated tax payment calculations
• Gather and organize client documents (W-2s, 1099s, K-1s, trial balances) and follow up on anything missing
• Tie book-to-tax adjustments back to the client's financial statements and general ledger
• Prepare supporting workpapers, including fixed asset and depreciation schedules
• Help draft responses to IRS and state notices under a manager's guidance
• Keep the tax deadline tracker and client files current, flagging questions and inconsistencies early

Required profile

• 1-2 years of experience preparing U.S. income tax returns at a CPA firm, outsourcing firm or in-house tax team
• Degree in Accounting, Finance or a related field
• Nice to have: experience with multi-state returns or real estate and pass-through entities, and familiarity with QuickBooks Online or Xero
• Backgrounds that fit: tax associates or staff accountants from U.S.-focused CPA firms, outsourcing firms or shared-service centers who want to grow toward senior and manager-level tax work

Required skills

• Working knowledge of Forms 1040, 1065 and 1120-S, including how K-1s flow to individual returns
• Hands-on experience with professional tax software such as UltraTax, Lacerte, ProConnect, CCH Axcess, Drake or similar
• Strong Excel skills and a sharp eye for detail
• Professional written and spoken English

What we offer

• Competitive pay based on experience
• Quarterly performance bonus tied to team and individual results
• Unlimited paid time off and 10 paid holidays per year
• 100% remote work with a global team
• Annual performance reviews and a clear path to Senior and Manager-level tax roles