About Cambium
Cambium is an integrated wealth management, tax, and estate planning firm focused on helping clients make wise financial decisions through deep relationships, thoughtful planning, and collaborative expertise. We believe the future of advisory work combines exceptional people with modern systems and technology to create a high-touch client experience.
We are growing our tax department and looking for a Tax Associate to help support tax preparation, client service, workflow management, and operational coordination across the firm.
The Role
This role is ideal for someone with several years of tax experience who enjoys organization, problem-solving, and helping clients through the tax process. You’ll work closely with advisors, firm leadership, and our tax team to help deliver a thoughtful, efficient, and relationship-focused experience for clients.
This is a growth-oriented role with opportunities to expand technical knowledge, client responsibility, and long-term career development within an integrated planning environment.
Responsibilities
- Prepare individual, business, and trust tax returns
- Gather and organize client tax documents and information
- Communicate directly with clients regarding missing items and follow-up questions
- Assist with tax planning implementation and coordination
- Handle IRS and state notices and correspondence
- Review bookkeeping and financial information for accuracy and completeness
- Help manage tax season workflows, deadlines, and project tracking
- Coordinate with advisors, estate planning, and operations teams
- Identify opportunities to improve internal processes and client experience
Qualifications
- 4+ years of tax preparation experience for individuals and small businesses
- EA, CPA, or CPA candidate
- Strong organizational and follow-through skills
- Comfortable communicating professionally with clients
- Detail-oriented with strong problem-solving ability
- Ability to manage multiple priorities and deadlines
- Team-oriented and collaborative mindset
Compensation & Benefits
- Expected salary range: $65,000–$85,000 depending on experience, credentials, and fit
- Bonus opportunities
- Paid time off (Vacation, sick, & volunteer)
- 401(k) matching
- Dental insurance
- Disability insurance
- Health insurance
- Life insurance
- Vision insurance
Why Cambium?
Cambium brings together financial planning, tax, and estate planning into one coordinated client experience. We are building a modern advisory firm focused on strong client relationships, thoughtful problem-solving, teamwork, continuous improvement, and balancing technology with a human-centered approach.
This is an opportunity to join a growing team where your work will have visible impact and where you can continue to grow professionally within and alongside the firm.
Pay: $65,000.00 - $85,000.00 per year
Benefits:
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Parental leave
- Vision insurance
Application Question(s):
- What tax software have you used?
Experience:
- tax preperation: 4 years (Preferred)
Work Location: In person
