9 tax associate Jobs in austin, tx
Mission Wealth is Hiring a Tax Associate Near Austin, TX
Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their future.
We’re hiring a dynamic Tax Associate to join our high-performing Wealth Strategy Department. The Tax Associate provides dedicated support to the tax preparation team and works closely with the wealth advisors to provide tax centric documents and planning support to high-net-worth families. This position requires flexibility, excellent verbal and written communication skills, and attention to detail.
Day-to-Day as Tax Associate:
- Assist with preparing federal and multi-state individuals and trust income tax returns.
- Learn and effectively utilize tax preparation software to continually learn, share knowledge with team members, and enhance the quality of service to clients.
- Review documents and tax returns for accuracy.
- Perform tax technical research.
- Coordinate and communicate with other team members to perform job functions.
- Other various assigned projects associated with tax and wealth services.
What You Bring as Tax Associate:
- Bachelor’s degree in Accounting or related field
- Knowledge of tax laws and concepts
- Familiarity with Form 1040 and/or Form 1041
- Strong technical skills
- Attention to detail and ability to take initiative to meet deadlines
- Strong communications skills (written/verbal) and professionalism
- Ability to work independently and remain flexible as priorities change
- Proficient in Microsoft Office – Word, Excel, Outlook and PowerPoint
- Excellent organizational skills, ability to multi-task, detail-oriented
- Able to navigate a fast-paced environment with a positive attitude
Job Type: Full-time
Location: This position is based out of one of our offices – Austin, Chicago, Greensboro, Salt Lake City, San Diego, Santa Barbara, Scottsdale, or Seattle.
Salary: $55,000 - $65,000 base, plus bonus
For further consideration, please submit a brief cover letter and resume outlining your proven success in client services, supporting operations in a financial capacity. Mission Wealth offers competitive salary team-based bonus plan | medical/dental/vision benefits | 401K | PTO and VTO.
Job Summary
Full Time
Business Services
$63k-79k (estimate)
05/12/2024
07/13/2024
missionwealth.com
MCKINNEY, TX
25 - 50
2000
AMY LIMAS
$5M - $10M
Business Services
Related Companies
About Mission Wealth
Mission Wealth is a premiere wealth and investment management firm that manages over $4.4 billion in assets. The firm is headquartered in Santa Barbara, CA and has nineteen other offices located in California, Oregon, Washington, Arizona, Texas, Indiana, New York, Iowa, Illinois, Utah and Colorado. Mission Wealth's service offerings include financial planning, investment management, estate planning, risk management, charitable giving, tax planning, retirement planning and inspired living. Because we are independent and do not sell proprietary products, we can provide impartial financial advice ...
to our clients. We are not just a money manager; we help clients manage their entire balance sheet. We keep track of loans and contact clients when rates drop to the point that they may benefit from a refinance. We track investment real estate and help analyze yields, taxes, risks, and capital appreciation potential for real estate portfolios. We update retirement projections yearly. We review Estate Documents to make sure that clients desires will be carried out. We talk to clients accountants to make sure the investments and taxes are integrated. Finally, we review clients insurance coverage and help make sure there is adequate coverage at the best possible price. Clients are often surprised to learn that we perform all of these services for the same fee they are paying to their current advisor. Most of our clients are between the ages of 50-70, have a net worth between $3-60MM (with an investment minimum of $1MM), and come to us as the result of a wealth or windfall event.
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The job skills required for Tax Associate include Tax Return, Tax Preparation, Accounting, Planning, Tax Laws, Communication Skills, etc. Having related job skills and expertise will give you an advantage when applying to be a Tax Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Tax Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Tax Associate positions, which can be used as a reference in future career path planning. As a Tax Associate, it can be promoted into senior positions as a Tax Research Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Tax Associate. You can explore the career advancement for a Tax Associate below and select your interested title to get hiring information.
If you are interested in becoming a Tax Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Tax Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Tax Associate job description and responsibilities
Tax associates review all relevant tax related documents to make sure they align with the tax laws and regulations, and ensure they maintain the most accurate view of a client's financial situation.
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After preparing tax documents, tax associates file returns on behalf of their clients, and then prepare presentations and reports to reflect their work.
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At some firms, tax associates are responsible for recruiting new clients or selling additional services to existing client.
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Tax associates also support the analysis of financial transactions and account statements, resolving billing discrepancies, and performing account reconciliations.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Tax Associate jobs
Customers do not always understand or agree with tax law, so tax associates must politely educate tax filers without becoming argumentative.
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A good tax associate has to be willing to learn continuously because tax regulations change yearly.
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Tax associates offer effective plans for their clients to follow throughout the year to keep them on track to meet their financial goals, and protect them from having to pay more than they can afford by the tax deadline.
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A well paid tax associate sometimes advises clients on business strategies to minimize tax liability.
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Being a tax associates has a great job security because taxes won’t disappear or become any easier.
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Step 3: View the best colleges and universities for Tax Associate.
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