Associate - Tax Services
About The Position
This is our entry-level Tax Associate position—ideal for new graduates and candidates with up to ~2 years of relevant tax experience who are excited to learn and grow. An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who share our values and vision. We value intellectual intensity, collaboration, and compassion. We are Aspiriant, a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives.
Requirements
- Solid foundation in individual taxation from coursework; eagerness to learn entity tax.
- Familiarity with professional tax software/workpaper systems (we will train).
- Interest in wealth management and high net worth client service.
- Proficiency with Microsoft Excel and Word.
- Clear written and verbal communication; strong organizational skills and attention to detail.
- Team-oriented mindset; professionalism in client service.
- Bachelor’s degree in Accounting (or equivalent with accounting coursework).
- Internship or up to 2 years’ experience in tax or public accounting.
- CPA eligibility or sections passed; Master’s in Taxation or MBT.
Responsibilities
- Prepare individual income tax returns and related workpapers; progressively expand to partnerships, corporations, trusts, foundations, and gift returns.
- Provide aid in preparing responses to tax notices, and gain exposure to audits
- Participate in tax planning and research
- Participate with wealth managers and clients to ascertain, track, and preserve data needed for tax preparation and planning
- Assist with ad hoc projects
Benefits
- Collaborative work environment where together we achieve more
- Environment supportive to learning and growing your career
- Continuing education assistance program
- 401(k) with company match
- Bonus program
- Company contribution up to 95% for health insurance
- Hybrid work arrangement
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
101-250 employees
