Tax Associate

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

• Creve Coeur, MO or St. Charles County, MO
• Posted 4 days ago

Job Summary

At Krilogy Tax Services, we work closely with high-net-worth individuals, families, business owners, and trusts to provide proactive tax planning and compliance services. As a Tax Associate, you will be responsible for tax preparation, tax planning, and tax-related research while supporting Krilogy’s Tax Managers. The successful candidate will provide exceptional service, maintain strong relationships with our Wealth Advisors and clients, and contribute to a collaborative, integrated planning team environment.

Essential Duties & Responsibilities

• Perform duties that support the Tax Managers in daily business practices, including but not limited to: tax compliance, preparation of Individual Tax Returns (1040) and Trust Returns (1041), and related tax planning projects.
• Experience with tax software such as Lacerte or similar platforms preferred.
• Compile and organize supporting client tax/financial statements and documents.
• Conduct tax research and assist with preparing written tax guidance, client communications, and recommendations.
• Work closely with Wealth Advisors as part of an integrated planning team to execute tasks and projects for Krilogy Tax clients, including managing applicable client communication.
• Assist with client billing responsibilities, as requested.
• Help manage client relationships and deliver responsive client service.
• Practice Krilogy’s Values and Rules of Engagement.

Qualifications

• Strong planning and organization skills and attention to detail
• Excellent verbal and written communication skills with clients and coworkers
• Ability to perform multiple tasks efficiently and with accuracy
• Ability to maintain the integrity of sensitive and confidential information
• Demonstrated ability to work independently and collaboratively, exercise sound judgment, and proactively identify and implement solutions.
• Must be authorized to work in the United States now and in the future without requiring sponsorship.
• Candidates must be able to work from at least one of our Missouri office locations. This role is not eligible for fully remote work.

Education and Experience

• 3+ years of tax experience preferred
• Bachelor’s degree in accounting, finance, or a related field preferred
• Strong analytical and critical thinking skills
• Software proficiencies include: Microsoft Word and Excel
• Commitment to continued professional development and growth within the tax practice

Benefits

• Competitive base salary and bonus opportunities
• Insurance benefits offered include medical, dental, vision, life & disability coverage
• 401(k) with employer match
• Generous paid time off (combines your vacation, personal and sick days together – gives you more flexibility)
• Paid holidays
• Paid pregnancy leave, parental leave, and grandparental leave
• Hybrid work environment with flexibility to balance in-office collaboration and remote work
• Professional development and advancement opportunities
• Complimentary parking

Krilogy is an Equal Opportunity Employer