Tax Associate

Corporate Tax Associate

Mostly Individual Returns + Some Business Returns

Growing Wealth Mgmt. Co. in DTC

$60 - 85K + Excellent Benefits (100% employer paid health, dental & vision, 401K + match, PTO)

Navigator Recruiting client is a fast-growing 100-employee financial services company with almost $2B AUM and multiple entities and offices in several states. Established over 40 years ago, the firm has long-valued educating clients in ways to preserve and build their wealth. The company itself has grown significantly over the four years and plans to continue growing. The firm is seeking to hire a Tax Associate to join the tax team and help the growing tax business. This role involves preparing accurate tax returns for individuals (mainly), some trusts (1041) and small businesses (1120S, 1065) and provides a critical role in helping clients achieve financial success and compliance. You'd be a part of a team of 8, including the Tax Director, Tax Manager, and 4 other Tax Associates.

Hours are typically Monday - Friday from 8:00 am - 5:00 pm with some overtime possible at busier times.

Benefits include 100% employer paid health, dental and vision insurance; 401K + match; PTO; and being a part of a mission-driven company.

Responsibilities:

• Prepare individual and small business tax returns accurately and efficiently.
• Review financial records, such as income statements and documentation of expenditures, to determine forms needed to prepare tax returns.
• Ensure compliance with federal, state, and local tax regulations.
• Provide outstanding customer service by addressing client concerns and questions in a timely manner.
• Conduct client interviews to gather information about their tax situation.
• Explain tax return outcomes and provide tax planning advice.
• Stay updated on current tax laws and regulations through ongoing education and training.
• Ensure all returns are prepared in compliance with relevant laws and regulations.
• Maintain organized and accurate records of all client interactions and tax returns.
• Ensure all required documents are filed correctly and securely.
• Keep up to date with client files and follow up on missing information.
• Stay informed about changes in tax laws and software updates.
• Work closely with other tax professionals and office staff to ensure a seamless workflow.

Requirements:

• Bachelor’s Degree in Accounting, Finance, or a related field is preferred.
• Minimum of 1+ years of experience in tax preparation.
• Enrolled Agent (EA) preferred but not required.
• Exposure to UltraTax tax preparation software is helpful but not required.
• Microsoft Office Suite proficiency.
• Excellent attention to detail and organizational skills.
• Strong analytical and problem-solving abilities.
• Superior communication skills, both verbal and written.
• Ability to work independently and manage multiple priorities.