Top 3998 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
Fairman Financial —Wayne, PA
- Seasonal
- Hybrid work
- Research
- Mid-level
- Continuous improvement
- Health savings account
- Health insurance
Quick Apply
Tax and Audit Associate Accountant
Baldwin CPAs —Louisville, KY
- Full-time
- Background check
- CPA
- Mid-level
- Health savings account
- Health insurance
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Tax Associate Attorney
Goodwin Recruiting —Nashville, TN
- Full-time
- Hybrid work
- Mid-level
- Office
- Analysis skills
- Opportunities for advancement
Quick Apply
Tax Associate
Michael W. Driver CPA, LLC —Topeka, KS
- From $60,000 a year
- Extended hours
- Background check
- Research
- Mid-level
- Paid time off
- Retirement plan
Quick Apply
Tax Associate
JH Law Group —Remote
- $25 - $32 an hour
- Full-time
- Remote
- CPA
- Research
- Mid-level
- Health savings account
- Health insurance
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5d
Tax Associate - Entry Level and Experienced
Van Houten & Associates, PC —Round Rock, TX
- Background check
- Computer literacy
- Writing skills
Quick Apply
Associate - Tax Services
ASPIRIANT LLC —New York, NY
- $29.80 - $42.79 an hour
- Full-time
- Hybrid work
- Computer literacy
- Research
- Office
- Health insurance
- 401(k) matching
Quick Apply
Tax Associate
Aprio —Phoenix, AZ
- Full-time
- Hybrid work
- Writing skills
- Travel
- Accounting
- Profit sharing
- Wellness program
Tax Associate
Symphona —Atlanta, GA
- Writing skills
- Research
- Office
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Tax Associate - Affordable Housing
Aprio —Atlanta, GA
- Full-time
- Hybrid work
- Writing skills
- Travel
- Accounting
- Profit sharing
- Wellness program
13d
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
Mariner Wealth Advisors —Chicago, IL
- $45,900 - $87,600 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Tax Associate Analyst
PepsiCo —Plano, TX
- $66,900 - $111,950 a year
- Microsoft Excel
- Oracle
- Writing skills
- Paid parental leave
- Health insurance
International Tax Associate
IC Americas —Houston, TX
- Full-time
- Research
- Finance
- Bachelor's degree
Tax Associate - Phoenix
BeachFleischman —Phoenix, AZ
- Full-time
- Research
- Office
- Master's degree
Quick Apply
Tax Associate
Shahbaz & Associates CPAs, PLLC —Fairfax, VA
- $55,000 - $60,000 a year
- Full-time
- Research
- Office
- Finance
Quick Apply
14d
Senior Tax Associate
RMW Accounting —Rockport, ME
- Full-time
- Hybrid work
- Microsoft Excel
- CPA
- 5 years
- Health insurance
- Dental insurance
Quick Apply
4d
Sr. Tax Associate
Pyrotek —Spokane, WA
- $91,500 - $123,500 a year
- Full-time
- Hybrid work
- CPA
- Office
- 3 years
Quick Apply
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

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Tax Planner Associate

Pure Financial Advisors, LLC
San Diego, CA

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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 and Audit Associate Accountant

Tax Associate Attorney

Tax Associate

Tax Associate

Tax Associate - Entry Level and Experienced

Associate - Tax Services

Tax Associate

Tax Associate

Tax Associate - Affordable Housing

Tax & Assurance Associate

Tax Associate

Tax Associate Analyst

International Tax Associate

Tax Associate - Phoenix

Tax Associate

Senior Tax Associate

Sr. Tax Associate

Tax Associate for High Net Worth Individuals

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