Tax Associate

Position Overview

The Tax Associate is a client-facing role responsible for delivering tax compliance, advisory, and planning services while building strong relationships with clients throughout the year. This position is ideal for a technically strong and service-oriented professional who enjoys working directly with business owners, CEOs, CFOs and individuals to help them navigate complex tax matters and identify planning opportunities.

The ideal candidate is organized, proactive, communicative, and comfortable managing multiple client relationships in a fast-paced environment.

Key Responsibilities

• Prepare and review individual, partnership, and corporate tax returns.
• Assist clients with ongoing tax planning, advisory, and compliance matters.
• Serve as a primary or secondary point of contact for assigned clients.
• Build strong client relationships through responsiveness, communication, and proactive service.
• Identify tax-saving opportunities and planning strategies for clients.
• Research tax issues and communicate findings clearly to clients and internal team members.
• Assist clients with notices, tax authority correspondence, and related matters.
• Support onboarding and setup processes for new clients.
• Coordinate with internal team members to ensure timely completion of client deliverables.
• Contribute to operational improvements, workflow efficiencies, and client experience initiatives.
• Stay current on tax law changes, regulatory developments, and industry trends.

Qualifications

• Bachelor's degree in Accounting, Finance, Tax, or related field.
• Active CPA, EA, or JD credential required.
• Minimum of 3 years of public accounting or tax advisory experience.
• Experience preparing individual, partnership, and corporate tax returns.
• Strong communication and client relationship management skills.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.
• Strong organizational, analytical, and problem-solving abilities.
• Experience working with small business owners, real estate investors, and high-net-worth clients preferred.
• Strong attention to detail and commitment to exceptional client service.

Compensation

The total combined salary and bonus range for this role is $80,000 - $100,000, depending on experience.

Benefits
All Benchmark International positions offer paid time off, standard holidays, birthday holidays, and community service days. Employees are eligible for highly competitive company-subsidized medical, dental, vision, and AD&D insurance; 401k with company matching; flexible spending and health savings accounts (FSA & HSA); and flexible dependent care assistance accounts.

Social Responsibility
Benchmark International is an active, contributing member of the communities in which we work. The company participates in significant charitable giving opportunities throughout the year. Many of the recipient charities have been identified by our individual employees because of their personal passion for supporting particular needs. In addition, each employee is encouraged to use two paid workdays per year to provide their labor and skills to the community.

About Benchmark International
Benchmark International Tax Services is part of the Benchmark International Group. Benchmark International is best known as a global mergers and acquisitions practice dedicated to delivering creative, value-maximizing solutions for business owners seeking to grow or exit their companies. Recognized as the #1 Sell-side Privately Owned M&A Advisor in the World by PitchBook and Refinitiv and named Investment Banking Firm of the Year by both the M&A Advisor and the Global M&A Network, we are known for our award-winning process and world-class service.

Specializing in the transaction of mid-market companies, our M&A teams operate from offices across the globe, representing clients in a wide variety of industries. Our unique, technology-driven approach connects sellers with the right acquirers-whether local or international-through a combination of proprietary databases, deep market insight, and strategic outreach.

Our tax services business grew out of this one-in-a-lifetime family wealth generating ecosystem. Our ability to win the trust of clients for such high-stakes transactions generated requests for ongoing relationships across other lines of professional financial services. Similarly, our work with emerging growth businesses brought to our attention the need for earlier intervention in the lifecycle of many of the companies heading to market. From these beginnings arose a stand-alone tax practice able to leverage the reputation and name recognition of the decades-old Benchmark International brand. From our partnership with the Tampa Bay Lightning to the hundreds of industry awards and thousands of successful company exits, our name is instantly recognized for trust, professionalism, and success.


As a result of our affiliation, we enjoy certain unparalleled routes to market. These provide excellent opportunities for our tax professionals to grow their client portfolio both organically and passively. They also ensure our professionals the opportunities to work across a greater breadth of service in terms of industry, complexity, and specific tax issues.


Our model is built around a more balanced annual schedule. We bring our clients to deadlines well prepared by recurring quarterly meetings and active management throughout the year. The pricing of our services ensure our managers and their teams can have truly strategic and relationship-based interactions with our clients.


We offer an exciting opportunity to be part of a high-performance team with global reach. Our culture is rooted in collaboration, innovation, and continuous growth. We believe in promoting from within and are actively looking for ambitious professionals ready to shape the next chapter of our success story.

Benchmark International provides equal employment opportunities to all qualified individuals without regard to race, color, religion, sex, gender identity, sexual orientation, pregnancy, age, national origin, physical or mental disability, military or veteran status, genetic information, or any other protected classification. Equal employment opportunity includes, but is not limited to, hiring, training, promotion, demotion, transfer, leaves of absence, and termination. The company takes allegations of discrimination, harassment, and retaliation seriously, and will promptly investigate when such behavior is reported.

Benchmark International cannot sponsor work visas for candidates.

To Apply

Qualified candidates should submit a resume and a brief summary outlining their experience in tax advisory, team leadership, client management, and business development within a public accounting or advisory environment.