Tax Associate – Fully Remote!

We are working with a Wealth Management firm, and they are looking to bring on a Tax Associate to their growing team!

This individual will support our UHNW & HNW clients by providing individual and business tax services for their financial needs. 

Interested to learn more? Apply now!
 

Who You Are:

• Bachelor’s in Accounting, or related field
• 2+ years of tax preparation experience working with HNW and/or UHNW clients
• CPA highly beneficial 
• Ability to handle a large volume of activities 
• Ability to communicate concepts to clients and advisors
• Experience with UltraTax, Lacerte, or Sureprep is an added bonus

What You’ll Do:

• Prepare tax returns for HNW and/or UHNW individuals, trusts and businesses
• Create quarterly estimates and projections
• Responsible for timely and accurate response to tax questions, estimates, projections, and analysis with both tax and wealth management clients
• Work with tax staff to respond to tax notices and initial preparation of corresponding letters

Why Work Here?

• Great Work-Life Balance: Be a part of a culture that prioritizes time away from your desk! 
• Collaborative Culture: Join a team that encourages growth and development! You'll be a part of a supportive team working together to grow personally and professionally.

What does this position pay?

• Compensation is determined by several factors which may include skillset, experience level, and geographic location.
• The expected range for this role is $60-85k per year. Please note this range is an estimate and actual pay may vary based on qualifications and experience.
   

Now What?

Please send your resume to Adrianna at AG@provenrecruiting.com – we'd love to hear from you!

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