What are the responsibilities and job description for the Tax Associate position at Jobot?
Tax Associate needed on a hybrid telecommute basis for long-standing leader in wealth management space!
This Jobot Job is hosted by: Sydney Weaver
Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.
Salary: $75,000 - $90,000 per year
A bit about us:
With offices across the US, we are a wealth management leader with over $12B in assets under management. With over 30 years of providing expert financial guidance, we offer a unique blend of investment management, financial planning, and family office services to affluent individuals and institutions. Our founder-led leadership, backed by a team of 300 dedicated professionals, drives an entrepreneurial and collaborative culture across 25 offices nationwide. As an advocate of Evidence-Based Investing, we use historical data and collective knowledge to create superior strategies. Our employee ownership ensures long-term client relationships, while our holistic benefits package, competitive salary, and emphasis on work-life balance make us an exceptional place to thrive. Join us on this journey towards excellence and innovation!
Why join us?
1. Strong compensation and ultra-comprehensive benefits package along with strong 401k matching (25% of the first 8%), profit sharing, 3 weeks PTO with 10 paid holidays
3. Very flexible work schedule outside of tax season w/summer Fridays included!
2. Amazing team, work environment, and company culture
3. Great vertical mobility and career growth potential!
Job Details
Required:
is a plus
Nice to Haves:
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
This Jobot Job is hosted by: Sydney Weaver
Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.
Salary: $75,000 - $90,000 per year
A bit about us:
With offices across the US, we are a wealth management leader with over $12B in assets under management. With over 30 years of providing expert financial guidance, we offer a unique blend of investment management, financial planning, and family office services to affluent individuals and institutions. Our founder-led leadership, backed by a team of 300 dedicated professionals, drives an entrepreneurial and collaborative culture across 25 offices nationwide. As an advocate of Evidence-Based Investing, we use historical data and collective knowledge to create superior strategies. Our employee ownership ensures long-term client relationships, while our holistic benefits package, competitive salary, and emphasis on work-life balance make us an exceptional place to thrive. Join us on this journey towards excellence and innovation!
Why join us?
1. Strong compensation and ultra-comprehensive benefits package along with strong 401k matching (25% of the first 8%), profit sharing, 3 weeks PTO with 10 paid holidays
3. Very flexible work schedule outside of tax season w/summer Fridays included!
2. Amazing team, work environment, and company culture
3. Great vertical mobility and career growth potential!
Job Details
Required:
- Bachelors Degree in Finance, Accounting or related field from an accredited college or university
is a plus
- 3 years of experience in the tax department of a CPA firm, or equivalent experience.
Nice to Haves:
- Active EA or CPA designation
- High Net Worth experience
- Masters in taxation or other advanced degree
- CERTIFIED FINANCIAL PLANNER certification preferred
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Benefits:
401K, Employee Events, Employee Referral Program, Flexible Schedules, Free Food and Coffee, Game Rooms, Life Insurance, Maternity/Paternity Paid Leave, Medical, Dental and Vision, On Site Cafeteria, Paid Holidays, Paid sick days, Parking , Performance bonus, Professional Development, Retirement / Pension Plans, Vacation/paid time off, Work From Home
About the Company:
Jobot
Company Size:
500 to 999 employees
Industry:
Accounting and Auditing Services
Founded:
2018
Website:
https://jobot.com/
Salary : $75,000 - $90,000
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