Intermediate Financial Analyst
FLATTER INC
now
MCMicrosoft 365 Copilotdaily
CAChatGPT Advanced Data Analysisweekly
CLClaudeweekly
Washington, District of Columbia, USfinance$90K–95K
Projected AI Stack
Based on our analysis of Tax Preparers positions
ITIntuit TurboTax AIAutomated return preparation for individuals, S-corps, and partnershipsdaily
CLClaudeResearch IRS publications and Master Tax Guide questions during return prepdaily
MCMicrosoft 365 CopilotClient engagement letters, organizer documents, and workflow trackingweekly
Projected Workflow
How AI is expected to reshape this role
AI-assisted
Return data entry and form population across entity typesIntuit TurboTax AI
Tax code research using IRS publications and Master Tax GuideClaude
Client organizer and engagement letter preparationMicrosoft 365 Copilot
Human-led
Multi-state filing preparation and compliance
Client interviews and source document review
Return accuracy review and preparer sign-off
IRS audit structure recognition and appeal support
This AI stack and workflow map are projected by UpgradedJobs based on occupational analysis, not stated by the employer. They reflect how AI tools are transforming Tax Preparers roles today.
About the role
Job Description :
Seeking a Tax Associate with 3+ years' experience to join our New Jersey or New York offices. LL.M preferred in Taxation or Estate Planning. Bar admission in one or more states in which the Firm has an office and where the candidate desires to be resident is required. Strong academic credentials and excellent oral and written communication skills required. We offer an excellent compensation package and a comprehensive benefits program. Salary is commensurate with experience.
Interested in this role?
Apply on InstantServe LLC website →Listed on UpgradedJobs · Originally posted on ZipRecruiter
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