Tax Associate

HUB International•Austin, TX

2d•Hybrid

About The Position

The Tax Associate is an entry- to early-mid-level tax professional who supports the tax services team in preparing returns, organizing client data, and maintaining accurate records. This role is an excellent opportunity for a motivated accounting professional to develop technical tax skills within a collaborative wealth management environment under the guidance of experienced tax leaders.

Requirements

Bachelor's degree in Accounting, Finance, or related field required
0–3 years of tax or accounting experience; internship experience in a tax or public accounting setting is a plus
Familiarity with tax concepts and basic return preparation preferred
Proficiency in Microsoft Office, particularly Excel; experience with tax software a plus
Strong attention to detail and commitment to accuracy
Ability to manage time effectively in a deadline-driven environment
Collaborative team player with a willingness to learn and grow
1-2 years of relevant experience

Nice To Haves

CPA, EA and/or JD candidacy or intent to pursue licensure strongly encouraged

Responsibilities

Prepare individual (1040) and straightforward business tax returns under the supervision of a Tax Specialist or Tax Services Manager
Gather, organize, and verify client tax documents and information in preparation for return filing
Input client data accurately into tax software and maintain organized electronic and physical client files
Track and monitor filing deadlines and communicate status updates to supervising staff
Respond to routine client inquiries under the direction of senior team members
Assist with administrative tasks during peak filing seasons including extensions, estimated payments, and document requests
Participate in team meetings and professional development activities
Support process improvement initiatives by documenting workflows and identifying inefficiencies