Senior Tax Associate

HUB International

McLean (VA)

Hybrid

USD 100,000 - 130,000

Full time

14 days+

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Benefits offered by this job

Medical insurance

Vision insurance

Dental insurance

401(k) plus match

Company Paid STD

Life Insurance

Parental leave

Job summary

A financial services organization is seeking a Senior Tax Associate in McLean, VA. The role involves preparing tax returns, managing client relationships, and supporting compliance requirements. Candidates should have a Bachelor's in Accounting or Finance, with 3+ years of experience preferred. The position offers a salary of $100,000 to $130,000 per year with a hybrid work schedule.

Qualifications

3+ years of related experience in tax or finance.
Demonstrated ability to manage multiple tasks and maintain attention to detail.
Clear communicator with strong interpersonal writing & presentation skills.

Responsibilities

Build and maintain client relationships to enhance retention.
Prepare various tax returns and related work papers.
Review job scope activities for sufficient controls to prevent errors.

Skills

Proficiency in Microsoft Office

Familiarity with tax software programs

Positive client relations

Strong analytical skills

Education

Bachelor’s degree in Accounting or Finance

Job description

Base pay range

$100,000.00/yr - $130,000.00/yr

About HUB Retirement & Private Wealth (RPW)

We lead our communities with integrity, driven to make things better, both now and in the future. We serve, inspire, and thrive while maintaining an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all.

Mission Statement

We are a highly committed, diverse financial services organization serving hundreds of thousands of retirement plan participants, individuals, and institutions across the United States. We provide financial piece of mind and top of class solutions, investments, administration, and service. We are committed to the highest Ethics, Competency, Customer Service, and providing our valued clients with the best and most competent professional team.

Job purpose

The senior tax associate works directly with the tax team and wealth management teams to deliver personal, S-Corporation, partnership, private foundation and gift tax returns. The successful senior tax associate will be a tax enthusiast, thoughtful listener, have a strong team mentality, and be driven to grow professionally and personally.

We are the perfect fit if you:

Enjoy team collaboration
Thrive in a healthy company culture that recognizes success
Want to learn and grow your current skill set
Are seeking a progressive work environment at a rapidly growing organization
Have a desire to help others protect their future
Have an entrepreneurial spirit and are challenged by the opportunity to grow the business
Are focused on learning and development to enhance your industry knowledge and expertise
Are a self-starter willing to invest time and energy to learn the technical aspects of our business
Believe in integrity and building success by developing relationships with others

Duties and responsibilities

Build and maintain client relationships aimed at client retention; support clients as it relates to planning, projects and compliance requirements
Prepare tax returns, quarterly and annual income tax projections, estimated tax vouchers, extension forms and all related work papers and financial statements
Maintain client paper files and electronic data files in a timely manner; compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees and collection consulting fees
Review activities within the job scope for sufficient controls to prevent errors, fraud and misstatements of financial results
Attend and participate in learning opportunities through client meetings, associate meetings and internal resources made available through compliance, practice management, etc.
Respond to inquiries from the IRS and other taxing authorities, research supervised technical matters for complex tax needs and updates to regulations
Present complete, timely and accurate client deliverables
Compliance to the Firm’s quality control standards
Additional projects, furthering the service of clients, as needed
3+ years of related experience skills and knowledge

Education/Licensing

Bachelor’s degree, Accounting or Finance

Knowledge and Skills

Proficiency in Microsoft Office including Word, Outlook, and Excel
Familiarity with tax software programs
Positive attitude toward client relations to provide exceptional, proactive client service
Demonstrated ability to manage multiple tasks and maintain the necessary attention to detail
Highly organized with strong analytical skills, creative problem solving and strong research capabilities
Ability to work in a team while maintaining a high level of responsibility and accountability to individual projects and tasks
Able to manage conflicting priorities, deadline-based tasks and simultaneous projects
Clear communicator with strong interpersonal writing & presentation skills

Working Conditions

Work is generally sedentary in nature but may require standing and walking for up to 10% of the time. The working environment is generally favorable. Lighting and temperature are adequate, and there are no hazardous or unpleasant conditions caused by noise, dust, etc. Work is generally performed within an office environment, with standard office equipment available.

Compensation