Top 10954 Tax Associate Jobs

Tax Planner Associate
Pure Financial Advisors, LLC —San Diego, CA
- $70,000 - $80,000 a year
- Full-time
- Hybrid work
- CPA
- Research
- Mid-level
- Health savings account
- AD&D insurance
Quick Apply
Tax Associate
GLSC & Company, PLLC —Miami, FL
- Full-time
- Spanish
- CPA
- Customer service
- 401(k)
- Flexible schedule
Quick Apply
Tax and Audit Associate Accountant
Baldwin CPAs —Louisville, KY
- Full-time
- Background check
- CPA
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Indirect Tax Associate - Compliance
WESTROCK COFFEE —Concord, NC
- From $85,000 a year
- Full-time
- Hybrid work
- Oracle
- Research
- Mid-level
Quick Apply
Experienced Tax Associate
Temo Arjani LLP —Pasadena, CA
- $60,000 - $85,000 a year
- Full-time
- Hybrid work
- CPA
- Mid-level
- Office
- Free parking
- Paid holidays
Quick Apply
Tax Associate
HLS Global Group —Los Angeles, CA
- $60,000 - $75,000 a year
- Bachelor of Science
- Office
- Communication skills
Remote Tax Preparation Associate
Indulgent Wealth Solutions —Remote
- $15,000 - $200,000 a year
- Seasonal
- Remote
- 18 years or older
- Customer service
- Computer literacy
- Flexible schedule
Quick Apply
10d
Tax & Assurance Associate
Current —Arlington, VA
- $78,000 - $80,000 a year
- Full-time
- Bachelor of Science
- Research
- Mid-level
- Disability insurance
- Health insurance
Tax Associate Analyst
PepsiCo —Plano, TX
- $66,900 - $111,950 a year
- Microsoft Excel
- Oracle
- Writing skills
- Paid parental leave
- Health insurance
Tax Associate
Jacobson Lawrence & Company —Seattle, WA
- $28.85 - $32.00 an hour
- Full-time
- CPA
- Research
- Mid-level
Quick Apply
Tax Associate
Atrium —Morristown, NJ
- $95,000 - $110,000 a year
- 5 years
- Office
- Finance
Quick Apply
12d
Tax Associate (Public Accounting)
Brock CPAs —Denver, CO
- $68,000 - $115,000 a year
- Full-time
- Hybrid work
- CPA
- Research
- Mid-level
- Health insurance
- 401(k)
Quick Apply
Tax Associate
Lanphier LLP —Denver, CO
- $60,000 - $65,000 a year
- Full-time
- CPA
- No experience needed
- Research
- Disability insurance
- Health insurance
Quick Apply
Tax Associate
International Trade and Investment —New York, NY
- $80,000 - $85,000 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Junior Accountant
LHH US —Oakland, CA
- $38 - $45 an hour
- Online Application
- Mid-level
- Military encouraged
- Organizational skills
- Commuter assistance
- Paid holidays
Quick Apply
12d
Senior Associate, Global Mobility Services - Expatriate Tax
KPMG —Minneapolis, MN
- Full-time
- Research
- Mid-level
- Office
- Disability insurance
- Health insurance
Senior Tax Associate
Prologis —Denver, CO
- $104,000 - $143,000 a year
- Full-time
- Microsoft Outlook
- CPA
- Research
Tax Senior Associate, Asset Management
KPMG —Denver, CO
- Full-time
- Mid-level
- Bachelor's degree
- Team management
- Disability insurance
- Health insurance
Tax Senior Associate, Asset Management
KPMG —Pittsburgh, PA
- $81,130 - $164,565 a year
- Full-time
- Mid-level
- Bachelor's degree
- Team management
- Disability insurance
- Health insurance
Senior Associate, NYFS Real Estate Tax Services
KPMG —Stamford, CT
- Full-time
- Mid-level
- Bachelor's degree
- Team management
- Disability insurance
- Health insurance

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Tax Planner Associate

Pure Financial Advisors, LLC
San Diego, CA

Quick Apply

Job Details

Full-time
$70,000 - $80,000 a year

Benefits

Health savings account
AD&D insurance
Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Vision insurance
401(k) matching
Professional development assistance
Life insurance
Referral program

Qualifications

Financial planning
Wealth management
Research
Bloomberg
Bachelor's degree
Forecasting

Full Job Description

Pure Financial Advisors, LLC is a fee-only registered investment advisor (RIA) located in San Diego, CA. We are seeking an experienced tax professional to join the Tax Planning department in our San Diego office.

This position’s primary focus will be to review tax returns and prepare tax projections as part of our comprehensive financial planning process for clients.

This position will also interact with our Planning Department and Financial Advisors.

Responsibilities:

· Review and understand tax documents, related tax information, and applicable financial planning data with an ability to identify anomalies, errors, and opportunities.

· Analyze data & provide projections of future tax outcomes based on current financial information and tax-optimized recommendations for active and prospective clients.

· Research tax information and pending legislation and translate it to understandable, actionable information for relevant departments and clients.

· Ensure that all workload and responses are completed in a timely fashion.

· Follow-up with Planners and Advisors as needed to ensure that necessary data inputs are clear and complete.

· Draft written explanations of tax information directed to clients.

· Participate in internal tax-related meetings/training, as needed.

Qualifications:

· Bachelor’s degree preferred. JD, EA, CFP, CPA or similar is helpful.

· Recent experience in the individual income tax industry

· Basic understanding of individual income tax returns is required. Additionally, expertise in at least one additional area: pass-through entities, trusts & estates, plan administration, multi-state, or foreign reporting requirements is preferred.

· Familiarity with retirement plan types and retirement and investment planning concepts is preferred.

· Excellent written and verbal communication skills are required.

· Ability to think logically and strategically is required.

Salary & Benefits:

· This is a full-time, non-exempt position.

· Salary Range: $70,000-80,000 DOE

· Benefit package includes health (medical, dental, and vision insurance), FSA and/or HSA plans, group and voluntary life/accidental death & dismemberment (AD&D) insurance, long-term disability insurance (LTD), a 401(k) plan with an enhanced employer match, including pre-tax, Roth and after-tax contributions, as well as generous holiday and paid time off policies. Hybrid/Remote considered.

Pay: $70,000.00 - $80,000.00 per year

Benefits:

401(k)
Dental insurance
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Professional development assistance
Referral program
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

Tax Associate jobs

Tax Planner Associate

Tax Associate

Tax and Audit Associate Accountant

Indirect Tax Associate - Compliance

Experienced Tax Associate

Tax Associate

Remote Tax Preparation Associate

Tax & Assurance Associate

Tax Associate Analyst

Tax Associate

Tax Associate

Tax Associate (Public Accounting)

Tax Associate

Tax Associate

Junior Accountant

Senior Associate, Global Mobility Services - Expatriate Tax

Senior Tax Associate

Tax Senior Associate, Asset Management

Tax Senior Associate, Asset Management

Senior Associate, NYFS Real Estate Tax Services

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