Senior Tax Associate
Senior Tax Associate
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Job Description
About Us:
HUB Investment Partners a HUB International Company manages retirement accounts chiefly for the publicsector. Our clients are mostly school districts who use us to manage the retirement accounts for their employees. TCG is responsible for ensuring that plans comply with federal laws and regulations and our clients hire us to make sure that all of the money moving into and out of these accounts does so in accordance with those federal regulations.
Mission Statement:
We are a highly committed diverse financial services organization serving hundreds of thousands of retirement plan participants individuals and institutions across the United States. We provide financial piece of mind and top of class solutions investments administration and service. We are committed to the highest Ethics Competency Customer Service and providing our valued clients with the best and most competent professional team.
Job purpose:
The purpose of the senior tax associate is to work directly with the tax team and wealth management teams to deliver personal S-Corporation partnership private foundation and gift tax returns. The successful senior tax associate will be a tax enthusiast thoughtful listener have a strong team mentality and be driven to grow professionally and personally.
We are the perfect fit if you:
- Enjoy team collaboration
- Thrive in a healthy company culture that recognizes success
- Want to learn and grow your current skill set
- Are seeking a progressive work environment at a rapidly growing organization
- Have a desire to help others protect their future
- Have an entrepreneurial spirit and are challenged by the opportunity to grow the business
- Are focused on learning and development to enhance your industry knowledge and expertise
- Are a self-starter willing to invest time and energy to learn the technical aspects of our business
- Believe in integrity and building success by developing relationships with others.
Duties and responsibilities:
- Build and maintain client relationships aimed at client retention; support clients as it relates to planning projects and compliance requirements
- Prepare tax returns quarterly and annual income tax projections estimated tax vouchers extension forms and all related work papers and financial statements
- Maintain client paper files and electronic data files in a timely manner; compile quarterly asset values for billing journals transfers invoicing annuity fees commission fees and collection consulting fees
- Review activities within the job scope for sufficient controls to prevent errors fraud and misstatements of financial results
- Attend and participate in learning opportunities through client meetings associate meetings and internal resources made available through compliance practice management etc.
- Respond to inquiries from the IRS and other taxing authorities research supervised technical matters for complex tax needs and updates to regulations
- Present complete timely and accurate client deliverables
- Compliance to the Firms quality control standards
- Additional projects furthering the service of clients as needed
Work experience:
- 3 years of related experience skills and knowledge
Education/Licensing:
- Bachelors degree Accounting or Finance
Knowledge and Skills:
- Proficiency in Microsoft Office including Word Outlook and Excel
- Familiarity with tax software programs
- Positive attitude toward client relations to provide exceptional proactive client service
- Demonstrated ability to manage multiple tasks and maintain the necessary attention to detail
- Highly organized with strong analytical skills creative problem solving and strong research capabilities
- Ability to work in a team while maintaining a high level of responsibility and accountability to individual projects and tasks
- Able to manage conflicting priorities deadline-based tasks and simultaneous projects
- Clear communicator with strong interpersonal writing & presentation skills
Working Conditions:
Work is generally sedentary in nature but may require standing and walking for up to 10% of the time. The working environment is generally favorable. Lighting and temperature are adequate and there are no hazardous or unpleasant conditions caused by noise dust etc. Work is generally performed within an office environment with standard office equipment available.
Compensation:
- $90000-$110000 per year
Featured benefits:
Medical insurance Vision insurance Dental insurance 401(k) plus match Company Paid STD Life Insurance & parental leave
Travel: No Travel required
#LI-DH1
Department Accounting & FinanceRequired Experience: 2-5 years of relevant experienceRequired Travel: No Travel RequiredRequired Education: Bachelors degree (4-year degree)HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity national origin religion age color sex sexual orientation gender identity disability or veterans status or any other characteristic protected by local state or federal laws rules or regulations.
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Required Experience:
Senior IC
Employment Type
Full-Time
