Tax Associate

Job PurposeThe 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 ResponsibilitiesPrepare 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 BenefitsMedical, 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 holidaysTravelNo travel requiredHUB 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.E-Verify ProgramWe endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team at View email address on click.appcast.io. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.