Tax Associate

Annex Wealth Management•Libertyville, IL

24d•Hybrid

About The Position

This role's primary purpose is to prepare individual tax returns while spending significant time gaining experience with tax planning and financial planning strategies. We pride ourselves in providing a working environment which is collaborative and team-oriented, and a workload which is reasonable and balanced. The role is hybrid based in Libertyville, with a team that spans HQ/LV/remote employees. Annex Wealth Management is a privately held, full-service registered investment advisor acting as a fiduciary for individuals, families, and businesses. Our team approach means our clients consistently interact with a group of experienced professionals boasting key credentials, certifications, and achievements in investment, tax, insurance, estate planning, and more.

Requirements

At least 1-3 years of experience preparing individual tax returns.
Must be on track to become a CPA or JD with tax specialization. Enrolled Agent may be considered in some cases.
Ideal candidate will be intrigued by financial planning and wealth management, and willing to study and learn in this area (company paid).
Must have a true desire to enhance technical knowledge and further develop your career.
Interest in pursuing advanced credentials and training (company paid).
Fast learner with the ability to adapt quickly.
Comfortable with learning new software and systems.
Working knowledge of current tax laws, and enthusiasm for keeping up with annual changes.

Nice To Haves

No sales, marketing, or business development responsibilities of any kind.

Responsibilities

Help with tax preparation, including data entry and initial preparation of individual tax returns in CCH Axcess to be reviewed by senior resources.
Learn to use tax planning and financial planning software to analyze tax situations and identify proactive tax strategies.
Under the mentorship of an experienced tax and financial planning team, learn and execute tax planning strategies used in wealth management such as Roth conversions, charitable giving strategies, equity compensation strategies, capital gain harvesting, and more.
Assist financial advisors who are not tax experts in understanding and delivering effective tax planning advice to wealth management clients.
Shadow and work toward potentially meeting with clients directly to answer tax questions and provide tax advice (optional and in the future).
Stay informed on current tax laws and annual changes.
Help calculate estimated payments and withholdings.