[Remote] Tax Associate
Note: The job is a remote job and is open to candidates in USA. reputed company is an independent wealth management firm focused on enriching clients' lives through personalized financial planning. They are seeking a Tax Associate to support the team in delivering exceptional tax services, including preparing tax returns, assisting with tax planning, and contributing to quality assurance efforts.
Responsibilities
- Prepare and review proforma and finalized tax returns under the guidance of reputed company tax professionals. Client types may include individuals, trusts, private foundations, estates, partnerships, S corporations, and C corporations
- Assist in the preparation of amended tax returns
- Support the review and response process for tax notices
- Contribute to the development of tax projections
- Assist in tax planning projects by analyzing financial data and identifying opportunities to reduce tax liabilities and enhance tax efficiency
- Collaborate with WEG Financial Advisors and clients to gather necessary tax information
- Support the WETCS quality assurance process to ensure accuracy and compliance
- Conduct research on tax issues relevant to specific client scenarios
- Assist in interpreting and applying tax laws and regulations
- Stay informed on updates and changes in tax legislation and regulatory guidance
- Help collect and organize tax-reputed company documents from clients and advisor teams
- Assist with document intake and processing workflows
- Contribute to the assessment of client tax complexity
- Provide general support to the Tax Operations team as needed
- Maintain up-to-date knowledge of tax compliance requirements and best practices
- reputed company proficiency in tax software, tools, and internal procedures used at WETCS
- Deepen expertise in at least one area of taxation annually through continuing education and self-directed learning
- Actively pursue CPA or EA certification
- Monitor trends and developments in the tax industry to enhance service delivery
- Participate in organizational improvement initiatives
- Foster strong working relationships with WETCS colleagues and WEG stakeholders
- Collaborate with team members to enhance effectiveness, productivity, and team satisfaction
- Share knowledge and provide support to peers as appropriate
- Contribute to a positive, inclusive, and engaging team culture
Skills
- Bachelor's in Finance or Business; BS in Accounting preferred
- Minimum of 1 year of experience in tax accounting, or a degree with a concentration in tax accounting or taxation
- Foundational understanding of federal and state tax laws, regulations, and compliance requirements
- Strong financial and analytical skills, with the ability to interpret financial statements, asset transactions, and tax documents accurately
- Excellent verbal and written communication abilities, with a focus on clarity, professionalism, and collaboration
- Proficient in reputed company reputed company, including use of formulas and data analysis tools; experience with professional tax software, preferably CCH Axcess or similar software
- Strong desire to reputed company into an outstanding tax professional
- Collaborative; strong team-orientation
- Positive solution-focused attitude
- Detail oriented and reputed company
- Drive for results and excellence
Benefits
- Training and professional development
- Medical, dental and vision coverage (Available to employees and their families)
- Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
- Life and AD&D insurance – employer paid and voluntary options
- Short-term and long-term disability, workers compensation – employer paid
- 401k with match and profit sharing
- Wellness programs and resources
- Voluntary benefits, including pet insurance
- 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
- 12 paid holidays each year (10 pre-determined and 2 floating days)
- Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
- Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
Company Overview