Tax Associate
Tax Associate
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Job Description
As a Barrons Top 100 RIA firm and voted Best Places to Work by Fortune Pacific Coast Business Times Inc. (Best Workplaces) and Investment News Mission Wealth is hiring a growth-minded Tax Associateto join our award-winning team! If you are ready to elevate your career in a leading wealth management company with a commitment to giving back to the community and expanding nationally lets go! Our ideal candidate is a Tax professional with hustle and a couple of years of experience working in a tax role. You define ambition have a sense of adventure and a passion for purpose both in life and in your approach to tax strategy. If you can articulate your proven success in a tax support role we want to hear from you ASAP!
The Tax Associate provides dedicated support to the tax preparation team and works closely with the wealth advisors to provide tax-centric documents and planning support to high-net-worth families. This position requires flexibility excellent verbal and written communication skills and attention to detail.
Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future.
Day-to-Day as a Tax Associate
- Work with a high-performing & growth-oriented team
- Speak your mind have your voice heard innovate and streamline existing processes
- Grow yourself personally and professionally with the support of your team
- Assist with preparing federal and multi-state individual and trust income tax returns.
- Learn and effectively utilize tax preparation software to continually learn share knowledge with team members and enhance the quality of service to clients.
- Evaluate and communicate appropriate tax planning strategies.
- Review documents and tax returns for accuracy.
- Perform tax technical research.
- Coordinate and communicate with other team members to perform job functions.
- Other various assigned projects associated with tax and wealth services.
What You Bring as a Tax Associate:
- Bachelors degree in accounting or related field
- 2-3 years of experience in a tax role
- Desire for lifetime learning including working toward CPA or EA designations.
- Knowledge of tax laws and concepts
- Familiarity with Form 1040 and/or Form 1041
- Strong technical skills
- Attention to detail and ability to take initiative to meet deadlines
- Strong communication skills (written/verbal) and professionalism
- Ability to work independently and remain flexible as priorities change
- Proficient in Microsoft Office Word Excel Outlook and PowerPoint
- Excellent organizational skills ability to multitask and detail-oriented
- Able to navigate a fast-paced environment with a positive attitude
Job Type: Full-time salaried exempt
Location: This position is based out of one of our offices in Scottsdale Austin Houston or Lisle. This is position will be based out of the office initially with the option to work from home 2 days a week after training.
Salary: $75000 plus annual bonus paid in quarterly increments
Please submit your cover letter and resume outlining your detailed experience of proven success within wealth management to Tina Kunzeat . Be sure to share one of your favorite volunteer projects too! We offer a competitive salary team-based compensation plan defined pathways to equity partner in the firm medical/dental/vision benefits 401(k)/Profit Sharing Volunteer Time Off (VTO) Family Medical Leave (FMLA) Sabbaticals wellness benefits and ongoing educational reimbursements.
Required Experience:
IC
Employment Type
Full Time
