Job Description

Job Description

Job Description

Hybrid-Remote Role

Exceptional Base Comp + Bonus

100% Employer Pd Benefits For Employee

Tired of the Corporate Grind? Join Our People-First Firm

Are you a talented Tax Professional ready to take the next step in your career? Do you thrive in a collaborative environment where you can directly impact client outcomes? If so, we have the perfect opportunity for you!

Our Client:

A renowned, four-decade-old Wealth Management firm seeks a dynamic Tax Associate to join their growing team. This firm is celebrated for its people-centric culture, work-life balance, and consistent growth.

The Role:

As a Tax Assocaite, you will:

• Client Engagement: Spend 80-90% of your time interacting with high-net-worth and ultra-high-net-worth clients.
• Strategic Tax Advice: Provide expert tax advice and consulting services to help clients make informed financial decisions.
• Complex Tax Matters: Handle complex tax issues for S-Corps, partnerships, and high-net-worth individuals.
• Team Collaboration: Work closely with a talented team of professionals to deliver exceptional client service.

The Ideal Candidate:

• Tax Expertise: 2+ years of experience in a CPA, accounting, or advisory firm.
• Professional Certification: CPA or EA designation a plus, but not required; If not certified, our client would like to see that you're actively pursuing it
• Client Focus: Strong interpersonal skills and a passion for client service.
• Problem-Solver: Inquisitive mind and ability to tackle complex tax challenges.
• Adaptability: Thrives in a fast-paced, dynamic environment.
• Work-Life Balance: Appreciates a flexible work arrangement and generous PTO.

What We Offer:

• Competitive Compensation: Base salary of $85-110K + bonus that's averaged 8.5-7% the last five years.
• Comprehensive Benefits: 100% employer-paid benefits and a 5% 401k match.
• Growth Opportunities: A supportive environment to advance your career.
• Work-Life Balance: Flexible work arrangements and a reasonable workload.
• Positive Culture: A company culture that values its employees and fosters professional development.

Ready to Join a Firm That Cares?

If you're ready to take your career to the next level and join a firm that truly values its employees, please submit your resume today.

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