Top 3532 Tax Program 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 Associate
Confidential —Midland, TX
- Full-time
- Microsoft Excel
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Tax Associate
Eide Bailly LLP —Abilene, TX
- Full-time
- Hybrid work
- CPA
- Mid-level
- Office
- Profit sharing
- Disability insurance
Tax Associate
Leoforce —Louisville, KY
- $60,000 - $70,000 a year
- CPA
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Tax Associate
JH Law Group —Remote
- $25 - $32 an hour
- Full-time
- Remote
- CPA
- Research
- Mid-level
- Health savings account
- Health insurance
Quick Apply
7d
Senior Tax Associate (CPA/EA Required)
Dishion & Hurst CPAs, an LWS Company —Jeffersonville, IN
- $85,000 - $100,000 a year
- Full-time
- Hybrid work
- Background check
- CPA
- 5 years
- Continuing education credits
- Health insurance
Quick Apply
Senior Tax Associate
The Allen Group, PC —Lakewood, CO
- $80,000 - $120,000 a year
- Weekends as needed
- Hybrid work
- CPA
- Research
- Mid-level
- Paid holidays
- Disability insurance
Quick Apply
Tax Senior Associate
Haynie & Company —Loveland, CO
- $75,000 - $95,000 a year
- Full-time
- Hybrid work
- Background check
- CPA
- Mid-level
- Paid training
- Continuing education credits
Tax Associate for High Net Worth Individuals
Ashton Thomas Private Wealth —Bozeman, MT
- $55,000 - $80,000 a year
- Full-time
- CPA
- Research
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Sr. Tax Associate
Pyrotek —Spokane, WA
- $91,500 - $123,500 a year
- Full-time
- Hybrid work
- CPA
- Office
- 3 years
Quick Apply
Full-Time CPA / Tax & Financial Planning Associate
Aaron L Watson CPA —McCormick, SC
- $90,000 - $120,000 a year
- Full-time
- CPA
- 5 years
- Research
- Health insurance
- 401(k)
Quick Apply
4d
Tax Associate
Haynie & Company —Loveland, CO
- $65,000 - $75,000 a year
- Full-time
- Hybrid work
- Background check
- CPA
- Mid-level
- Paid training
- Continuing education credits
Tax Associate 2 Yrs Exp Req
Graef & Zink PC —Denver, CO
- $72,000 - $87,000 a year
- Full-time
- Hybrid work
- Background check
- Microsoft Excel
- CPA
- Travel reimbursement
- Profit sharing
Quick Apply
SENIOR ASSOCIATE ATTORNEY - TAX & TRANSACTIONAL
Teeple Hall, LLP —San Diego, CA
- From $175,000 a year
- Weekends as needed
- 7 years
- In-person
- Senior level
- Paid time off
- 401(k) matching
Quick Apply
Senior Tax Associate
Venman & Co. LLC —Shelton, CT
- $75,000 - $100,000 a year
- Full-time
- CPA
- Research
- Mid-level
- Continuing education credits
- Health insurance
Quick Apply
9d
Senior Tax Associate, Tax Manager
Buchholz & Garber, LLC —Eugene, OR
- $40 - $60 an hour
- Part-time
- Background check
- CPA
- 5 years
- Paid training
- Continuing education credits
Quick Apply
14d
Audit Associate
Halliday, Schwartz & Co. —Spartanburg, SC
- Full-time
- CPA
- Mid-level
- Finance
- Opportunities for advancement
- Flexible schedule
Quick Apply
Accounting Associate
McLarty - Machens Dealership Group - Missouri Platform —Columbia, MO
- Full-time
- Microsoft Excel
- Dealership
- Bachelor of Science
- Disability insurance
- Health insurance
Quick Apply
Tax Associate
GRC Executive —San Juan, PR
- $60,000 - $64,000 a year
- Full-time
- Spanish
- CPA
- English
- Opportunities for advancement
Quick Apply

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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 Program Associate jobs

Tax Planner Associate

Tax Associate

Tax Associate

Tax Associate

Tax Associate

Tax Associate

Senior Tax Associate (CPA/EA Required)

Senior Tax Associate

Tax Senior Associate

Tax Associate for High Net Worth Individuals

Sr. Tax Associate

Full-Time CPA / Tax & Financial Planning Associate

Tax Associate

Tax Associate 2 Yrs Exp Req

SENIOR ASSOCIATE ATTORNEY - TAX & TRANSACTIONAL

Senior Tax Associate

Senior Tax Associate, Tax Manager

Audit Associate

Accounting Associate

Tax Associate

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