Hybrid Tax Associate: Planning, Prep & Wealth Advisory Support

Krilogy; Creve Coeur (MO); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Insurance benefits

401(k) with employer match

Hybrid work environment

Paid time off

Job summary

Krilogy Tax Services in Creve Coeur, MO is seeking a Tax Associate to perform tax preparation, planning, and research for high-net-worth clients, families and business owners while supporting Tax Managers. The role emphasizes client service, collaboration with Wealth Advisors, and adherence to Krilogy’s planning standards.

The ideal candidate has 3+ years of tax experience, strong analytical skills, and proficiency in tax software and MS Office.

Qualifications

• 3+ years of tax experience preferred.
• Bachelor’s degree in accounting, finance, or a related field preferred.
• Strong analytical and critical thinking skills.
• Proficient in Microsoft Word and Excel.
• Commitment to professional development.

Responsibilities

• Prepare Individual 1040 and Trust returns (1041) and related tax planning projects.
• Conduct tax research and prepare written tax guidance and client communications.
• Support Tax Managers and collaborate with Wealth Advisors in an integrated planning team.
• Assist with client billing and relationship management.
• Maintain confidentiality and integrity of sensitive information.

Skills

Attention to detail

Strong communication

Multi-tasking

Data confidentiality

Independent and collaborative

US work authorization

Education

Bachelor's degree in accounting/finance

Tools

Lacerte

Microsoft Word

Excel

Job description

Krilogy Tax Services in Creve Coeur, MO is seeking a Tax Associate to perform tax preparation, planning, and research for high-net-worth clients, families and business owners while supporting Tax Managers. The role emphasizes client service, collaboration with Wealth Advisors, and adherence to Krilogy’s planning standards.

The ideal candidate has 3+ years of tax experience, strong analytical skills, and proficiency in tax software and MS Office.