Tax Associate

Overview

This role supports tax and consulting services by helping deliver high-quality tax preparation, planning, and client support. The position is designed for aspiring or early-career tax professionals to build technical tax knowledge and gain hands-on experience, with growth potential toward full-cycle tax responsibilities and direct client relationship management.

This is a remote position.

Responsibilities

Tax Preparation and Planning (~60%)

• Prepare and review proforma and finalized tax returns under the guidance of experienced tax professionals.
• Support the preparation of amended tax returns.
• Assist in the review and response process for tax notices.
• Contribute to the development of tax projections.
• Assist in tax planning projects by analyzing financial data to identify opportunities to reduce tax liabilities and enhance tax efficiency.
• Collaborate with Financial Advisors and clients to gather necessary tax information.
• Support the quality assurance process to ensure accuracy and compliance.

Client types may include individuals, trusts, private foundations, estates, partnerships, S corporations, and C corporations.

Tax Research and Analysis (~10%)

• Conduct research on tax issues relevant to specific client scenarios.
• Assist in interpreting and applying tax laws and regulations.
• Stay informed on updates and changes in tax legislation and regulatory guidance.

Tax Operations (~15%)

• Collect and organize tax-related documents from clients and advisor teams.
• Assist with document intake and processing workflows.
• Contribute to the assessment of client tax complexity.
• Provide general support to the Tax Operations team as needed.

Tax Expertise and Professional Growth (~10%)

• Maintain up-to-date knowledge of tax compliance requirements and best practices.
• Develop proficiency in tax software, tools, and internal procedures.
• Deepen expertise in at least one area of taxation annually through continuing education and self-directed learning.
• Actively pursue CPA or EA certification.
• Monitor trends and developments in the tax industry to enhance service delivery.

Team Collaboration (~5%)

• Participate in organizational improvement initiatives.
• Foster strong working relationships with tax team colleagues and other stakeholders.
• Collaborate to enhance effectiveness, productivity, and team satisfaction.
• Share knowledge and provide support to peers as appropriate.

Work Methods (AI and Digital Tools)

• Use approved AI and digital tools to simplify work, improve service quality, and increase efficiency, while validating outputs for accuracy, privacy, and business alignment.
• Identify and escalate inaccurate information, knowledge gaps, or issues related to digital tools.

Requirements

• Bachelor’s in Finance or Business; BS in Accounting preferred.
• Minimum of 1 year of experience in tax accounting, or a degree with a concentration in tax accounting or taxation.
• Foundational understanding of federal and state tax laws, regulations, and compliance requirements.
• Strong financial and analytical skills, including the ability to interpret financial statements, asset transactions, and tax documents accurately.
• Excellent verbal and written communication skills with a focus on clarity, professionalism, and collaboration.
• Proficient in Microsoft Excel, including formulas and data analysis tools.
• Experience with professional tax software, preferably CCH Axcess or similar software.
• Strong desire to develop into an outstanding tax professional.
• Collaborative, team-oriented working style.
• Positive, solution-focused attitude.
• Detail-oriented and diligent.
• Drive for results and excellence.
• Proficient at using AI and digital tools.

Preferred Qualifications

• None specified.

Compensation & Benefits

Salary

• Base salary range: $70,000.00 to $80,000.00 (exclusive of bonuses and benefits).
• Entire salary grade (for this level): $77,261.00 - $97,600.00.

Benefits & Time Off

• Training and professional development.
• Medical, dental, and vision coverage (available to full-time employees and their families).
• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses.
• Life and AD&D insurance (employer paid and voluntary options).
• Short-term and long-term disability and workers’ compensation (employer paid).
• 401(k) with match and profit sharing.
• Wellness programs and resources.
• Voluntary benefits, including pet insurance.
• Paid time off (PTO): 18 days accrued annually (25 PTO days after 4 years of service).
• 12 paid holidays each year (10 pre-determined and 2 floating days).
• Paid parental leave and paid caregiver leave (caregiver leave available after 6 months of tenure).
• Reimbursement for tuition, licensing, and other credentials (available after meeting service requirements).

Location

• Remote position.

Additional Information

• This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone, and to use computer systems.
• Artificial intelligence (AI) may be used to assist in the initial screening of resumes; AI-supported evaluations are reviewed by the recruitment team for accuracy and fairness.
• Equal opportunity employer; includes disabled and veterans. This organization participates in E-Verify.
• Reasonable accommodation will be provided for applicants completing the application form or during the selection process.