Tax Associate

Tax Associate

HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.

The Tax Associate is an entry- to early-mid-level tax professional who supports the tax services team in preparing returns, organizing client data, and maintaining accurate records. This role is an excellent opportunity for a motivated accounting professional to develop technical tax skills within a collaborative wealth management environment under the guidance of experienced tax leaders.

Key Responsibilities:

• Prepare individual (1040) and straightforward business tax returns under the supervision of a Tax Specialist or Tax Services Manager
• Gather, organize, and verify client tax documents and information in preparation for return filing
• Input client data accurately into tax software and maintain organized electronic and physical client files
• Track and monitor filing deadlines and communicate status updates to supervising staff
• Respond to routine client inquiries under the direction of senior team members
• Assist with administrative tasks during peak filing seasons including extensions, estimated payments, and document requests
• Participate in team meetings and professional development activities
• Support process improvement initiatives by documenting workflows and identifying inefficiencies

Qualifications:

• Bachelor's degree in Accounting, Finance, or related field required
• 0–3 years of tax or accounting experience; internship experience in a tax or public accounting setting is a plus
• Familiarity with tax concepts and basic return preparation preferred
• Proficiency in Microsoft Office, particularly Excel; experience with tax software a plus
• Strong attention to detail and commitment to accuracy
• Ability to manage time effectively in a deadline-driven environment
• Collaborative team player with a willingness to learn and grow
• CPA, EA and/or JD candidacy or intent to pursue licensure strongly encouraged

Featured Benefits:

• Medical, Vision, Dental, 401(k) plus match, Company Paid STD, Life Insurance, & parental leave
• Hybrid schedule • Monday–Friday (8am–5pm) • 2 weeks vacation, sick leave, personal days, and floating holidays

Travel:

• No travel required

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 veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.