Tax Associate

1 month ago


San Francisco, California, United States ASPIRIANT LLC Full time
Job Title: Tax Associate - Wealth Management

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
Requirements:
  • 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
What We Offer:
  • 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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