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Tax Preparer CPA Required

HUB International

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.
About HUB Retirement & Private Wealth (RPW):
We lead our communities with integrity, driven to make things better, both now and in the future. 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.
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
Assist with administrative tasks during peak filing seasons including extensions, estimated payments, and document requests
Support process improvement initiatives by documenting workflows and identifying inefficiencies
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
  • CPA, EA and/or JD candidacy or intent to pursue licensure strongly encouraged

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

Department Account Management & Service
Required Travel: No Travel Required
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.

Vacancy posted 5 days ago
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