Description
Job Summary
Position: Remote – Junior Tax Associate / Tax Assistant
Type: Full-time, permanent position
Location: Remote; legally authorized to live and work in the US
Salary range: $62K to $77K plus bonus (depending on experience)
About Citrine Capital
Citrine Capital is a fee-only wealth management firm committed to helping business owners, entrepreneurs, and tech professionals use their wealth to reach their unique goals. We accomplish this by working with our clients to organize their finances, manage investments, define and prioritize goals, plan for major life events and/or early retirement, protect loved ones, and mitigate taxes.
We’re one of the few fee-only RIAs that integrates wealth management, tax preparation, and Bitcoin planning, helping clients navigate both traditional and emerging areas of finance.
Job Description
The Tax Assistant / Junior Tax Associate at Citrine Capital plays a vital role in supporting our tax team, specifically working side-by-side with our Director of Tax. This individual will own the administrative lifecycle of our tax preparation services, oversee our practice management software (Canopy), and assist with technical data entry and IRS dispute resolution.
The ideal candidate is tech-savvy, highly organized, possesses a baseline understanding of tax documents, and is comfortable communicating with clients and tax authorities alike. Because this is a fully remote role, the ability to work independently and manage project timelines with minimal oversight is essential.
Primary Responsibilities:
Canopy & Workflow Management: Fully own our Canopy practice management system. Send out digital tax organizers, monitor the client portal, track missing client documents, and actively manage the task pipelines for standard and extended tax returns.
Tax Prep & Data Entry: Assist Tax Director by organizing client source documents (such as W-2s, 1099s, and K-1s) and performing initial data entry into tax software to get returns to a review-ready state.
IRS Notice & Resolution Support: Act as the first point of contact for client tax notices. Input notices into Canopy’s Resolution module, utilize Form 2848 to pull automated IRS transcripts, and draft initial notice response letters using firm templates for Tax Director’s final review.
Client & Tax Authority Communication: Professionally follow up with clients regarding missing tax details and handle communication or hold times with the IRS Practitioner Priority Service line when necessary.
Extension Tracking: Monitor and manage the pipeline for the 50% of our tax book that extends into the summer and fall, ensuring no deadlines are missed between February and October.
Relevant Qualifications, Skills, and Experience:
Essential:
Our firm is based on the West Coast. Availability during Pacific business hours is required to sync with the team and clients. Outside of those times, you are free to complete your work on a schedule that suits you.
Legally authorized to live and work in the US.
Experience with professional tax preparation software, specifically Wolters Kluwer (CCH Axcess / ProSystem fx) or Thomson Reuters (UltraTax / GoSystem).
1 to 2 years of experience in a tax preparation environment, CPA firm, or professional wealth management/accounting setting.
Baseline literacy of tax forms (including W-2, 1099, K-1, and Form 1040) and an understanding of the tax season cycle.
Proficient in Microsoft Office and Google Suite (specifically Excel and Google Sheets).
Excellent time management, strong organizational skills, and the ability to prioritize multiple client files simultaneously.
A drive to deliver quality work with a high degree of mathematical and data-entry accuracy.
Demonstrates personal integrity, honesty, and the ability to handle highly confidential financial details daily.
Desirable:
Direct experience using Canopy (or similar tax practice management software like TaxDome or Karbon).
Active Enrolled Agent (EA) license or CPA candidate looking to grow their tax career.
Experience drafting responses to IRS or state tax notices.
Enthusiastic about learning new cloud-based software tools for maximum efficiency and automation.
Communication Skills: English
Additional Attributes:
The ability to work both collaboratively with teams and independently.
Experience working in a dynamic, growing environment.
Availability during PT business hours Monday through Friday, since a majority of our clients are in California.
Salary and Benefits:
Salary range: $62K to $77K plus bonus (depending on experience)
Holidays: Citrine is closed on all stock market holidays
Vacation: Unlimited vacation days to maintain a work-life balance (we require that you take a minimum of 3 weeks of vacation per year)
Health insurance: 70% covered by employer
401(k): 4% employer match
Personal Development: We encourage you to focus on your overall development and well-being. Budgets will be provided for professional development, health and wellness activities, and technology expenses.
This role is primarily remote, and travel is minimal. We hold an annual team retreat to connect in person and invest in professional and cultural growth.
Citrine Capital Contact Details:
Address: 535 Mission Street, 14th Floor, San Francisco, CA 94105
Phone: 415-494-8262
Website: CitrineCapitalAdvisors.com
Financial Disclosures: The new hire will be required to pass a background check and disclose investment positions to Citrine Capital’s compliance team.
How to Apply:
Please submit your cover letter and resume. Applications will be accepted until the position is filled. We are an equal opportunity employer and value diverse perspectives.
Timeline for Reviewing Applications and Communication:
We will review applications and begin sending out invites for interviews on or after 6/15. If you've applied after that date, we review and send out invites every week. Please keep an eye out for our emails in the timeframe.
Requirements
Essential:
Our firm is based on the West Coast. Availability during Pacific business hours is required to sync with the team and clients. Outside of those times, you are free to complete your work on a schedule that suits you.
Legally authorized to live and work in the US.
Experience with professional tax preparation software, specifically Wolters Kluwer (CCH Axcess / ProSystem fx) or Thomson Reuters (UltraTax / GoSystem).
1 to 2 years of experience in a tax preparation environment, CPA firm, or professional wealth management/accounting setting.
Baseline literacy of tax forms (including W-2, 1099, K-1, and Form 1040) and an understanding of the tax season cycle.
Proficient in Microsoft Office and Google Suite (specifically Excel and Google Sheets).
Excellent time management, strong organizational skills, and the ability to prioritize multiple client files simultaneously.
A drive to deliver quality work with a high degree of mathematical and data-entry accuracy.
Demonstrates personal integrity, honesty, and the ability to handle highly confidential financial details daily.
