Tax Paraprofessional

Graphite Financial is a growing boutique finance, accounting, tax, and strategy firm (www.graphitefinancial.com) built to help startup and high-growth companies scale efficiently and sustainably. Graphite Financial is redefining the “finance department” for early-stage companies and VC-backed startups. We deliver high-caliber accounting and finance leadership and support to entrepreneurs and management teams building scalable, high-growth companies. Our clients are actively managing cash burn, measuring performance, reporting to investors, making capital allocation decisions, and preparing for fundraising. All of that takes expertise and time that founders don’t have and can’t afford to hire for. Graphite bridges the gap with flexible, fixed-fee support packages that provide fractional leadership and operational support from CFOs, Controllers, FP&A Managers, and Tax leaders.

Position Overview:

We’re seeking a detail-oriented and organized Paraprofessional to join our Tax team. This role is integral to ensuring seamless operations across multiple platforms, supporting tax preparation, client communication, and internal workflow management. The ideal candidate will possess strong organizational skills, a proactive approach to problem-solving, and the ability to manage multiple tasks efficiently

This role is a fully remote role located in the United States.

Some of what you’ll do:

●     Liaise with internal teams to help manage their tax needs, tax workflows, and deadlines.

●      Maintain and organize client documents, ensuring files are accurate, up-to-date, and ready for team access

●  Assist in maintaining databases, new client setup, spreadsheets, project tracking, due date reports, etc. to be current and accurate.

●     Managing multiple engagements concurrently with various teams to efficiently meet client deadlines

●     Serve as the primary point of contact for internal management between teams

●  Utilize QuickBooks to generate reports and support accounting functions

●      Process and assemble tax returns, extensions & e-filings

●     Assist as needed to complete ad-hoc projects

Qualifications:

●     Education: Associate’s degree in Accounting, Business Administration, or a related field preferred.

●     Experience: Minimum of 5 years in a tax or accounting support role. Experience with platforms such as CCH Axcess, SafeSend, UltraTax, Karbon, Gsuite, and QuickBooks is highly desirable.

●     Technical Skills: Proficiency in tax software, e-filing processes, and general accounting principles.

●     Communication Skills: Strong written and verbal communication skills to manage client correspondence and internal team coordination.

●     Organizational Skills: Ability to prioritize tasks, manage multiple deadlines, and maintain attention to detail.

You’ll love working at Graphite because:

• Balance. We encourage you to take time to recharge outside of the office. You’ll have flexible PTO to enjoy life outside of work.
• We’re not just an employer. We’re real people who care about our team. We offer insurance coverage (health, vision, and dental).
• We’ll invest in your career. Our company is growing quickly, and we’ll give you the opportunity to do the same. You’ll have access to many professional development opportunities so that you can keep up with the company’s evolving needs.
• We’re creating an environment where everyone can thrive. Our customers are global and diverse, so we’re building a team that is, too.
• We offer competitive compensation packages. We deeply value the talent our team brings to the table and believe that fair and equitable total compensation packages are part of our commitment to everyon