Sr. Tax Associate - HYBRID (Wealth Management Firm) at Jobot
Dallas, TX 75225
About the Job
NEW GRADS WELCOME -Wealth Management company, Hybrid, Work/life balance, ESOP, Bonus, Employer paid benefits, Volunteer hours, and growth potential
This Jobot Job is hosted by: Emily Ayers
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $57,000 - $65,000 per year
A bit about us:
Founded in the 1970's. Offering Investment Advisory, Wealth Management, endowments, fiduciaries, endowments, and wealth planning services to executives' business owners, and family. Grown to 630 Billion Assets under Management
Why join us?
Perks
Work-life balance during busy season
Growth and advancement
ESOP program (2 year mark)
Yearly Bonus
Comprehensive health coverage (70% paid by employer) + employee wellness platform
401(k) program with a 5% employer match + financial planning
Generous PTO
18 hours of Volunteer hours per year
Job Details
Job Details:
The Senior Tax Associate will:
Meets and corresponds with clients and potential clients regularly
Meets and corresponds with other advisors including attorneys, CPAs, and other professionals to collaborate on servicing shared clients
Assists with annual tax returns preparation and reviews for individuals, trust, and business entities using tax software; this may include reviewing prepared returns or preparing returns for review
Research and analyze tax related compliance and planning questions utilizing available research tools
Maintaining and updating client files and records as appropriate
Builds internal network to enhance efficiency of the team and promote tax service offering
Add value to internal meetings by actively engaging in and being prepared for rigorous discussions centered around tax process, tax preparation issues and other matters that impact the effectiveness and efficiency of the tax team
Effectively communicating with colleagues and superiors on project status, open items, and assistance needed
Based on business need, ability to travel for occasional on-site meetings and collaboration
Must have minimum Tax Internship
BS or BA in Accounting, or related field
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
This Jobot Job is hosted by: Emily Ayers
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $57,000 - $65,000 per year
A bit about us:
Founded in the 1970's. Offering Investment Advisory, Wealth Management, endowments, fiduciaries, endowments, and wealth planning services to executives' business owners, and family. Grown to 630 Billion Assets under Management
Why join us?
Perks
Work-life balance during busy season
Growth and advancement
ESOP program (2 year mark)
Yearly Bonus
Comprehensive health coverage (70% paid by employer) + employee wellness platform
401(k) program with a 5% employer match + financial planning
Generous PTO
18 hours of Volunteer hours per year
Job Details
Job Details:
The Senior Tax Associate will:
Meets and corresponds with clients and potential clients regularly
Meets and corresponds with other advisors including attorneys, CPAs, and other professionals to collaborate on servicing shared clients
Assists with annual tax returns preparation and reviews for individuals, trust, and business entities using tax software; this may include reviewing prepared returns or preparing returns for review
Research and analyze tax related compliance and planning questions utilizing available research tools
Maintaining and updating client files and records as appropriate
Builds internal network to enhance efficiency of the team and promote tax service offering
Add value to internal meetings by actively engaging in and being prepared for rigorous discussions centered around tax process, tax preparation issues and other matters that impact the effectiveness and efficiency of the tax team
Effectively communicating with colleagues and superiors on project status, open items, and assistance needed
Based on business need, ability to travel for occasional on-site meetings and collaboration
Must have minimum Tax Internship
BS or BA in Accounting, or related field
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Salary
57,000 - 65,000 /year