Tax Associate
1 month ago
We are seeking a highly motivated and detail-oriented Tax Associate to join our Wealth Management team. As a Tax Associate, you will play a critical role in providing tax advisory and compliance services to our high-net-worth clients.
Key Responsibilities:- Prepare personal, partnership, corporate, trust, foundation, and gift tax returns, including quarterly estimates and projections
- Assist with tax audits and resolving tax notices
- Assist with tax planning and research
- Work with wealth managers and clients to ascertain, track, and preserve data needed for tax preparation and planning
- Review and prepare work papers, including tax financials as needed, for tax compliance
- Assist with ad hoc projects
- Ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced environment
- Excellent reading, writing, and listening skills
- Partnership attitude and comfortable working in a team environment
- Good organization skills and attention to details
- Strong computer skills, including proficiency in Microsoft Excel and Word
- Tax preparation experience – a plus
- Collaborative and fun work environment
- 401(k) with company match
- Individual and cash profit sharing bonuses
- Competitive company contribution to medical benefits
- Flexible work arrangements
- Continuing Education Assistance Program
Aspiriant is a leading independent wealth management firm committed to diversity and equal opportunity employment. We strive to cultivate a work environment that balances professional and personal lives. Our core values guide us to seek out diverse perspectives, talent, and backgrounds to achieve our mission.
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