Staff Tax Associate

About Cookie FinanceCookie Finance is a rapidly growing accounting and tax technology startup for content creators. We work exclusively with influencers on platforms like YouTube, Instagram, Twitch, and TikTok, supporting everyone from up-and-coming creators to large influencers. We’re looking for a Staff Tax Associate to join our growing Tax team, where you’ll help thousands of creators navigate complex tax situations and build financially successful businesses.About the RoleThe Staff Tax Associate plays a key role in supporting Cookie clients through tax preparation, strategy, and ongoing education. This is more than a traditional tax role — you’ll work directly with creators, entrepreneurs, and growing businesses to help them better understand their tax obligations, identify opportunities for optimization, and feel confident navigating tax season.At Cookie, we believe financial clarity empowers creators to step confidently into the role of business owner. In this role, you’ll help translate complex tax concepts into clear, actionable guidance clients can actually understand and apply.This is a collaborative, client-facing role that partners closely with bookkeeping, payroll, and operations teams to ensure clients receive a seamless and high-quality experience across every stage of their financial journey. As Cookie grows, this role offers direct exposure to leadership, increasing ownership opportunities, and the ability to grow alongside a fast-scaling company built for creators.Who This Role Is Perfect ForThis role is perfect for someone who enjoys both technical tax work and working directly with people. You love solving problems, staying organized, and helping clients feel supported and informed. You are naturally curious, detail-oriented, and proactive, and you thrive in environments where no two days look exactly the same.You enjoy helping clients understand the “why” behind the numbers, not just preparing returns behind the scenes. You’re excited by a fast-growing environment where you can continue learning, take ownership over your work, and contribute meaningfully to the client experience. If you want your work to have visible impact while helping creators build sustainable businesses, this role was built for you.What You’ll OwnPrepare complex tax filings — Assist with preparing and reviewing Individual (1040), Partnership, and S Corporation returns accurately and on timeIdentify opportunities for optimization — Help spot tax-saving opportunities, areas of risk, and proactive planning strategies for clientsPartner cross-functionally — Collaborate closely with bookkeeping, payroll, and operations teams to ensure a smooth and consistent client experienceBuild confidence through education — Help clients better understand their tax obligations, financial responsibilities, and best practices as business ownersMaintain accuracy and organization — Ensure client information, documentation, filings, and deadlines are handled with a high level of detail and careProblem-solve proactively — Escalate issues, remove roadblocks, and help ensure nothing falls through the cracks during busy tax deadlinesGrow alongside the company — Take on expanding responsibilities and ownership opportunities as the Tax team and company continue to scaleWhat We’re Looking ForMinimum of 2 years of experience in tax preparation requiredExperience preparing or supporting Individual (1040), Partnership, and/or S Corporation tax returns preferredStrong customer service, communication, and relationship-building skillsExcellent organizational, analytical, and problem-solving abilitiesAbility to manage multiple priorities and deadlines in a fast-paced environmentStrong attention to detail and commitment to accuracyProficiency in QuickBooks and general accounting software preferredInterest in the creator economy and working with content creators preferredCookie Finance is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by lawE-Verify Notice: Cookie Finance participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.