Senior Associate

Company:

Numera Location:

Remote Role:

Senior Associate Qualification:

Bachelor’s degree in commerce, accounting, or a related field Experience:

5+ years Reporting To:

Partner

Who we are: Numera is a fast-growing, US-based financial services firm that delivers cutting-edge solutions across accounting, payroll, tax, and advisory. Our unique US-India delivery model enables us to scale seamlessly, bringing smart, tech-enabled, and client-first solutions to individuals, businesses, and nonprofits nationwide. With a global network of professionals and an entrepreneurial spirit, Numera helps organizations unlock growth, navigate complexity, and drive long-term success.

What is the role: In this role, you will serve as the primary operational engine to the leadership team, acting as the critical link between tax operations, accounting departments, and our diverse portfolio of professional clients, bringing ownership and vision to a position that uniquely combines administrative excellence with technical tax project management.

What you would do: Administrative & Systems Operations: Manage calendars, scheduling, and communication triage Handle mail, including IRS and state notices and deadlines Manage document uploads, storage, and client portals Administer access to tax software and internal systems; coordinate IT and user support

Tax Operations: Manage tax onboarding and ongoing coordination for individual and business returns Support end-to-end tax return project management across current and prior years Prepare and send tax organizers; track missing items and client follow-ups Coordinate e-signatures, e-filing, extensions, rejections, and paper filings Liaise between tax, accounting teams, and clients to ensure timely completion

Client Management: Respond to client queries and ad hoc requests professionally and promptly Manage time-sensitive issues and support de-escalation when required Coordinate partner follow-ups and support new client onboarding Manage engagement letters, billing coordination, portals, and initial data intake

Tax Planning Support: Manage estimated tax payments and confirmations Support year-end and ongoing tax planning activities Coordinate planning meetings and prepare client recaps and next steps Liaise between clients, tax teams, wealth advisors, and attorneys

Business Support & Process Improvement: Support business compliance requests and partner outreach as needed Assist with formations, dissolutions, and annual filings Contribute to process standardization, tax-season readiness, and operational improvements

Delivery management: Ensure 100% of tax extensions, amendments, and estate filings are tracked and moved through the pipeline before statutory deadlines. Maintaining a proactive, high-frequency follow-up on missing client items.

What you need: Strong organizational skills and a high level of precision in data entry and document handling. Excellent communication skills, both written and verbal. Proficiency in Microsoft Office Suite (Word, Excel, Outlook). Ability to manage multiple tasks and work independently in a fast-paced environment. Good understanding of time zone conversions. A basic understanding of tax regulations and financial document organization to support the tax and accounting teams. B. Com or Accounting degree is preferred; experience in tax preparation, office management, or administrative support is a plus.

Here are some bonus points: - Schedule: Monday–Friday. - Hours: UK shift - Work Type: Remote - Benefits: Health insurance, paid leave, professional development support. This role is more than a seat at the table—it’s a chance to help build the table. If you’re ready to bring energy, ownership, and vision for a growing firm, we want to hear from you.

Life is short - work someplace awesome!