Junior Tax Associate

Roles and Responsibilities The Junior Tax Associate role will include serving the firm’s clients and supporting the work of the Senior Tax Associates and Director. Examples of responsibilities are listed below, separated between client service and firm elements: Client Service Prepare and review personal and business tax returns Assess and research tax issues to assist the Senior Tax Associates and Director with complex returns or compliance requirements Staying current on recent tax developments within the US Manage chargeable hours and realization Firm Specific Participate in regular communication with existing clients Assist the Senior Tax Associates and Director with creating standardized tax workpapers and processes for the firm Participate in tax trainings and courses to increase tax technical skills Demonstrate an eagerness to learn and seek opportunities for professional growth Begin building a professional network Expectations It is the firm’s intent to provide relevant opportunities that contribute to the professional and personal advancement of the team member and to provide an experience that invests in their skills and strengthens their talents. We plan to provide our team members with the freedom, flexibility, and resources to accomplish these goals, and the following outlines the minimum expectations of their commitment to the firm: Personal Qualities Willingness to learn; demonstrated by attending trainings and/or courses to grow tax technical skills Commitment to continuous personal and professional improvement Organized and able to work independently; strong follow through skills Ability to meet deadlines is a must Goal-oriented (short and long-term) Strong attention to detail with excellent analytical skills Teachable, lacking defensiveness, and a desire for involvement Commendable verbal and written communication skills Comfort in rapidly changing environments Beginning knowledge of the tax impact to individuals and their business and investments Integrity, dependability, and trustworthiness Basic Qualifications: • Bachelor’s degree in accounting required. Can be a recent graduate or graduating in December 2022.

• Desire to pursue Certified Public Accountant (CPA) license • Some knowledge of tax compliance laws, completion of college level tax courses Eagerness to learn and ability to take direction Comfortable with computer software programs Working Arrangement On-site in Grand Rapids, MI Willingness to travel to client locations, as necessary Minimal travel to Chicago or future office locations for company-wide meetings Proactive and frequent communication of schedule and planned time off Compensation Package We believe it is important to compensate fairly and competitively, while also providing career advancement opportunities. Compensation Journey Advisors & CPAs offers a competitive salary package. Salary is commensurate with experience based on the candidate's experience, skills, education, and training. We offer an annual bonus program eligible in the first year, raises are consistent with industry standards and based upon performance.

Other Benefits Paid Time Off (PTO): 4 weeks, plus legal holidays Health, Dental, and Vision Insurance Retirement: 100% match of contributions up to 4% of compensation (traditional and ROTH 401(k) options) Employment Type: Full Time Years Experience: Less than 1 year Bonus/Commission: No