Tax Associate

Tax AssociateHUB 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.About HUB Retirement & Private Wealth (RPW):We lead our communities with integrity, driven to make things better, both now and in the future. We serve, inspire, and thrive while maintaining an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all.Job Purpose: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 ManagerGather, organize, and verify client tax documents and information in preparation for return filingInput client data accurately into tax software and maintain organized electronic and physical client filesTrack and monitor filing deadlines and communicate status updates to supervising staffRespond to routine client inquiries under the direction of senior team membersAssist with administrative tasks during peak filing seasons including extensions, estimated payments, and document requestsParticipate in team meetings and professional development activitiesSupport process improvement initiatives by documenting workflows and identifying inefficienciesQualificationsBachelor's degree in Accounting, Finance, or related field required0–3 years of tax or accounting experience; internship experience in a tax or public accounting setting is a plusFamiliarity with tax concepts and basic return preparation preferredProficiency in Microsoft Office, particularly Excel; experience with tax software a plusStrong attention to detail and commitment to accuracyAbility to manage time effectively in a deadline-driven environmentCollaborative team player with a willingness to learn and growCPA, EA and/or JD candidacy or intent to pursue licensure strongly encouragedFeatured Benefits:Medical, Vision, Dental, 401(k) plus match, Company Paid STD, Life Insurance, & parental leaveHybrid schedule • Monday–Friday (8am–5pm) • 2 weeks vacation, sick leave, personal days, and floating holidaysTravel:No travel requiredDepartment Account Management & Service Required Experience: 2-5 years of relevant experience Required Travel: No Travel Required Required Education: Bachelor's degree (4-year degree)Equal Employment Opportunity: HUB International Limited is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.Reasonable Accommodations: HUB International Limited is committed to providing reasonable accommodations to qualified individuals with disabilities throughout the application and hiring process. If you need a reasonable accommodation to access our career site, complete an application, or participate in any part of the hiring process, please contact the Recruiting Team at View email address on click.appcast.io. This contact information is for accommodation requests only and should not be used to inquire about the status of an application.E-Verify: HUB International Limited participates in E-Verify. Please refer to Our Recruiting Process | Applicant Notices: E-Verify Program for additional information.