Tax Associate

Job Description

Job Description

Tax Associate

Job Title : Tax Staff / Associate

Location : Dallas, TX (near 635 and the Dallas North Tollway) - Primarily In-Office

Salary : $60k - $80k+ Annual Bonuses + Full Benefits + PTO

Requirements : CPA Active, or in process with getting CPA

If you are an EXPERIENCED Tax Staff / Associate with HNWI experience, please read on!

Top Reasons to Work with Us

We are an established and expanding wealth management firm looking for a Tax Staff or Associate (experienced preparer), to be a part of driving the success of our clients locally and nationwide.  Mostly tax return preparation, as well as some client interaction.  We are looking for someone to be a part of our growing tax team as we integrate our tax business with our clients.

We are an established firm offering tremendous growth opportunities, including equity potential.

What You Will Be Doing

You will apply technical knowledge to prepare and review income, estate / trust and gift tax returns and provide staff with feedback, review situations and transactions to determine federal, state and local filing requirements

Support our management and weigh in on internal strategy discussions with clients and collaborate with their financial advisors Identify and resolve client tax related questions and issues

Exhibit strong communication skills (verbal; written; presentation) with clients, advisors, tax authorities, firm staff, and management

Performs other duties as assigned BS / BA Degree, accounting preferred

CPA Eligible with exams passed and or scheduled for your CPA license, and 2+ years individual, trust and gift tax return preparation

Proficiency in income tax planning and compliance

Multi-state tax preparation / filing experience preferred Form 1041 Trust & Estate and Form 709 Gift return experience

Strong Excel and other software skills Lacerte, CCH, UltraTax or other tax software experience preferred

Excellent oral and written communication skills and attention to detail

Strong interpersonal and client service skills

Ability to handle multiple priorities, clients and tight deadlines

What You Need for this Position

The Tax Associate is responsible for tax services provided to clients such as federal, state and local income tax preparation, tax projections and analysis, and notice resolution. This position is mostly preparation, however will eventually involve some client-facing activities, providing comprehensive tax services to existing clients, and assisting our advisors and financial planning team with strategic tax planning.  You will work in a complex, team-oriented, and fast-paced environment to deliver comprehensive investment and wealth strategies to clients. We are primarily in-office, however we offer a flexible work environment, supports personal and professional growth, and embrace a culture of supporting each other, our communities, and our clients.

• Experience with Excel / Word / Outlook / Salesforce / PowerPoint, with an emphasis on Excel.
• Ability to adapt to a rapidly changing and fast-paced business environment.

We use CCH, so knowledge and proficiency with CCH are ideal, however we are open to using the ideal software for our clients and needs, and so could be pivoting to another system in the future.

So, if you are a Tax Staff / Associate with HNWI experience and are looking to join a growing team at an established organization focused on delivering for our clients, please apply today!

Benefits

What's In It for You

Salary Range $60k - $80k (DOE)

And Much More!

CyberCoders is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act.  CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at Benefits@CyberCoders.com to make arrangements.