What are the responsibilities and job description for the Tax Planner (associate) position at Weston Tax Associates?
Are you an established tax-planner looking to join a growing team of like-minded individuals with similar goals and values? Have you made it your mission to serve your clients while learning about the U.S. tax code? If you thrive in a growing, fast-paced, and precision-based environment – you’ll probably love working for us.
At Weston Tax Associates, we focus on transparency and practice a professional approach to our work. We don’t have strict policies, per se – but instead, we operate through a set of guidelines and expect that you act as a business owner inside the business.
Life-Work balance is a crucial part of our culture – we believe you bring your best to work when you practice self-care. This is expressed in as many ways as we have individuals working for us.
We’re a collection of talented professionals with highly diverse backgrounds. Our team is constantly growing, and we embrace that we are all different – in more ways than one. Maybe this is why we emphasize traveling to gain new experiences so much.
We love helping SMB’s grow their businesses. Since 2015 this has been the segment we serve unconditionally. We aim to deliver tailored tax-planning services that fit our client’s needs and curate the best work environment you’ve ever experienced.
To succeed in this role, you have most likely worked in the tax field and feel comfortable building plans and advising clients daily. You can naturally convey and explain complex strategies – which ultimately results in sales. We expect that you either have an EA/CPA designation (or are in the process of obtaining one) and share the obsession of cracking the U.S. code together with us. Finally, as a company, we expect that you bring a great attitude in ultimately serving our clients with the most exceptional service they’ve ever experienced.
As a general rule: we will provide all the building blocks for you to be ultra-successful – it all starts with YOU.
Suppose you want to relocate to sunny Florida and join many of us in one of the fantastic communities of Weston (rated in the top 50 cities in America to live, read more here), boasting some of the best public schools in the south – well, then come on down!
If you would rather stay where you currently live, don’t sweat it because we allow everyone to work wherever you’re most comfortable.
NOTE: you have to live and have the appropriate documentation to work in the U.S.
Suppose you find all this outstanding; we encourage you to apply for this position. First, we suggest you learn about what we offer by visiting our About and Careers page to get familiar and comfortable with who we are. Second, send us an email application (careers@westontax.com) with the appropriate attachments and a subject line including the position and reference number.
Our application process is relatively simple – we will review your material and set up an initial meeting to see if there is initial interest. Here, we will ask a small series of questions to help us learn more about you right from the start.
If we proceed, each application will complete two screens by two different reviewers. Complete some task-based simulations and finally meet with our Founder, who always has the final say in any hiring decision.
Regardless of fit, you will hear back from us, letting you know if we’ll be moving forward.
We’re looking forward to getting to know you!
The Team @ Weston Tax Associates
Sign-up & we’ll let you know as soon as we have something to show off. (Don’t worry, we don’t spam).
© 2025 WESTON TAX ASSOCIATES | All Rights Reserved
At Weston Tax Associates, we focus on transparency and practice a professional approach to our work. We don’t have strict policies, per se – but instead, we operate through a set of guidelines and expect that you act as a business owner inside the business.
Life-Work balance is a crucial part of our culture – we believe you bring your best to work when you practice self-care. This is expressed in as many ways as we have individuals working for us.
We’re a collection of talented professionals with highly diverse backgrounds. Our team is constantly growing, and we embrace that we are all different – in more ways than one. Maybe this is why we emphasize traveling to gain new experiences so much.
We love helping SMB’s grow their businesses. Since 2015 this has been the segment we serve unconditionally. We aim to deliver tailored tax-planning services that fit our client’s needs and curate the best work environment you’ve ever experienced.
To succeed in this role, you have most likely worked in the tax field and feel comfortable building plans and advising clients daily. You can naturally convey and explain complex strategies – which ultimately results in sales. We expect that you either have an EA/CPA designation (or are in the process of obtaining one) and share the obsession of cracking the U.S. code together with us. Finally, as a company, we expect that you bring a great attitude in ultimately serving our clients with the most exceptional service they’ve ever experienced.
As a general rule: we will provide all the building blocks for you to be ultra-successful – it all starts with YOU.
Suppose you want to relocate to sunny Florida and join many of us in one of the fantastic communities of Weston (rated in the top 50 cities in America to live, read more here), boasting some of the best public schools in the south – well, then come on down!
If you would rather stay where you currently live, don’t sweat it because we allow everyone to work wherever you’re most comfortable.
NOTE: you have to live and have the appropriate documentation to work in the U.S.
Suppose you find all this outstanding; we encourage you to apply for this position. First, we suggest you learn about what we offer by visiting our About and Careers page to get familiar and comfortable with who we are. Second, send us an email application (careers@westontax.com) with the appropriate attachments and a subject line including the position and reference number.
Our application process is relatively simple – we will review your material and set up an initial meeting to see if there is initial interest. Here, we will ask a small series of questions to help us learn more about you right from the start.
If we proceed, each application will complete two screens by two different reviewers. Complete some task-based simulations and finally meet with our Founder, who always has the final say in any hiring decision.
Regardless of fit, you will hear back from us, letting you know if we’ll be moving forward.
We’re looking forward to getting to know you!
The Team @ Weston Tax Associates
Sign-up & we’ll let you know as soon as we have something to show off. (Don’t worry, we don’t spam).
© 2025 WESTON TAX ASSOCIATES | All Rights Reserved