Full-time Senior Tax Preparer

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. Mission Statement We are a highly committed, diverse financial services organization serving hundreds of thousands of retirement plan participants, individuals, and institutions across the United States. We provide financial piece of mind and top of class solutions, investments, administration, and service. We are committed to the highest Ethics, Competency, Customer Service, and providing our valued clients with the best and most competent professional team.

Job purpose The senior tax associate works directly with the tax team and wealth management teams to deliver personal, S-Corporation, partnership, private foundation and gift tax returns. The successful senior tax associate will be a tax enthusiast, thoughtful listener, have a strong team mentality, and be driven to grow professionally and personally.

Have a desire to help others protect their future

Believe in integrity and building success by developing relationships with others

support clients as it relates to planning, projects and compliance requirements

Prepare tax returns, quarterly and annual income tax projections, estimated tax vouchers, extension forms and all related work papers and financial statements

Maintain client paper files and electronic data files in a timely manner; compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees and collection consulting fees

Review activities within the job scope for sufficient controls to prevent errors, fraud and misstatements of financial results

Respond to inquiries from the IRS and other taxing authorities, research supervised technical matters for complex tax needs and updates to regulations

Compliance to the Firm’s quality control standards

Additional projects, furthering the service of clients, as needed

Education/Licensing Bachelor’s degree, Accounting or Finance

Knowledge and Skills Proficiency in Microsoft Office including Word, Outlook, and Excel

Familiarity with tax software programs

Highly organized with strong analytical skills, creative problem solving and strong research capabilities

Ability to work in a team while maintaining a high level of responsibility and accountability to individual projects and tasks

Able to manage conflicting priorities, deadline-based tasks and simultaneous projects

Clear communicator with strong interpersonal writing & presentation skills

Work is generally performed within an office environment, with standard office equipment available.

Hybrid schedule-3 days in office

Benefits Medical insurance, Vision insurance, Dental insurance, 401(k) plus match, Company Paid STD, Life Insurance, & parental leave

Employment type Full-time

Job function Accounting/Auditing

Finance

Financial Services

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