1725 Tax Associate Jobs in United States

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Tax Associate

Chilton Trust New York, NY
$63k-78k (estimate)
Full Time | Investment Management 2 Months Ago

The Tax Associate will handle the following:

  • Perform tax compliance functions for high net worth individuals and their families including  return preparation and planning.  Return types include income, gift and estate, trusts, partnerships, S Corps, and private foundations for our clients.
  • Prepare and analyze comprehensive quarterly income tax projections that incorporate multiple scenarios in order to determine the optimal tax planning strategies to recommend to individual clients.
  • Research tax issues facing our clients and formulate professional opinions.
  • Correspond with the IRS and state tax authorities as needed to respond to tax notices, resolve disputes, and assist in the audit process, if necessary.
  • Proactively keep apprised of the ever-changing tax landscape (e.g., laws, proposals, tax strategies, etc.) as it relates to our clients.
  • Assist our clients in gathering their tax documents and information, responding to clients’ questions and requests, etc.
  • Be receptive to developing the critical skills necessary to build and sustain a strong professional tax proficiency as well as grow and nurture client relationships.
  • Work well with remote team members located in different CTC offices or on work from home days.

Candidate Description

Qualified candidates should have a Bachelor’s degree in accounting with 3 or more years’ experience in public accounting specific to taxation of individuals. Applicant should also have an understanding of trust, gift, estate, private foundation, and partnership taxation. Furthermore, applicant should have basic knowledge of taxation of financial instruments and general familiarity with financial products and trading including stocks, bonds, and alternative/private investment vehicles. 

Chilton seeks candidates who have outstanding analytical skills coupled with strong organizational and communication skills. Applicant should be proactive, motivated, a self-starter, passionate, and work well in a team environment.  CPA credential required; graduate degree a plus.

We offer a competitive and comprehensive compensation and benefits package that is based on, among other things, your overall performance and contributions to the firm.  The salary range for this job is $85,000-100,000.  Base salaries are determined based on a wide variety of factors including but not limited to, years of relevant experience, education and other qualifying factors like additional accreditations.  Base salary does not include other forms of compensation and benefits including medical and dental coverage, disability and life insurance, 401(k) plan (and company match on contributions made) and accrued paid time (which may vary based on role and tenure).  We are currently operating in a hybrid work environment (generally working 304 days in the office depending on the role), which allows for flexibility for all employees.

WEBSITE

chiltontrustcompany.com

HEADQUARTERS

PALM BEACH, FL

SIZE

25 - 50

FOUNDED

1992

CEO

RICHARD CHILTON

REVENUE

$5M - $10M

INDUSTRY

Investment Management

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About Chilton Trust

Chilton Trust is a boutique wealth management firm designed to provide the continuity, structure and acumen to protect and enhance the intergenerational wealth of select families and institutions. The firm is built on the deep investment culture and rigorous standards of performance excellence which have been the hallmark of Chilton Investment Company. We offer a full suite of individually customized services including access to internal equity and fixed income management, best-in-class external traditional and alternative managers, standalone trust company capabilities, consolidated wealth re...porting, comprehensive family office services and transactional planning. Furthermore, our emphasis on relationship management is vital and built upon integrity, confidentiality, high quality service and customization to meet the evolving needs and complexities that often exist with our clients. More
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Chilton Trust
Full Time
$47k-58k (estimate)
2 Months Ago
Chilton Trust
Full Time
$55k-68k (estimate)
3 Months Ago

The job skills required for Tax Associate include Accounting, CPA, Tax Planning, Tax Compliance, Flexibility, 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.

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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.

CHILTON TRUST
Full Time
$63k-78k (estimate)
2 Months Ago

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.

03/18/2022: Cedar Rapids, IA

After preparing tax documents, tax associates file returns on behalf of their clients, and then prepare presentations and reports to reflect their work.

02/17/2022: Biloxi, MS

At some firms, tax associates are responsible for recruiting new clients or selling additional services to existing client.

02/14/2022: Fort Lauderdale, FL

Not only do tax associates work with their clients to prepare tax return documents, they help clients organize their personal financial records.

02/14/2022: Richmond, VA

Tax associates also support the analysis of financial transactions and account statements, resolving billing discrepancies, and performing account reconciliations.

02/08/2022: Lubbock, TX

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.

02/09/2022: Richland, WA

A good tax associate has to be willing to learn continuously because tax regulations change yearly.

02/03/2022: Lincoln, NE

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.

12/26/2021: Nashville, TN

A well paid tax associate sometimes advises clients on business strategies to minimize tax liability.

12/28/2021: Duluth, MN

Being a tax associates has a great job security because taxes won’t disappear or become any easier.

01/23/2022: Omaha, NE

Step 3: View the best colleges and universities for Tax Associate.

Florida Southern College
Colby College
Dartmouth College
University of Notre Dame
Western Washington University
Canisius College
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