Tax Associate

Krilogy; St. Louis (MO); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life & disability insurance

401(k) with employer match

Generous paid time off

Paid holidays

Paid pregnancy leave, parental leave,和

Job summary

Krilogy Tax Services is seeking a Tax Associate to join a collaborative team serving high-net-worth individuals, families, business owners, and trusts. You will handle tax preparation, planning, and research while supporting Tax Managers and Wealth Advisors.

We value accuracy, client service, and professional development within a hybrid Missouri office. A Bachelor’s degree in accounting or related field and 3+ years of tax experience are preferred, with opportunities for growth and credentials

Qualifications

• 3+ years of tax experience preferred.
• Bachelor’s degree in accounting, finance, or related field preferred.
• Strong analytical and critical thinking skills.
• Microsoft Word and Excel proficiency.
• Commitment to professional development and client service.
• Authorized to work in the United States without sponsorship.
• Hybrid work in MO offices: St. Charles County or Creve Coeur.

Responsibilities

• Assist Tax Managers with tax compliance and planning.
• Prepare Individual Tax Returns (1040) and Trust Returns (1041).
• Conduct tax research and prepare written guidance for clients.
• Collaborate with Wealth Advisors and clients in an integrated planning team.
• Assist with client billing and relationship management.
• Uphold Krilogy’s Values and engagement rules.

Skills

Strong planning & organization

Excellent communication

Multitasking under pressure

Discretion & confidentiality

Teamwork & collaboration

Education

Bachelor’s degree in accounting, finance, or related field

3+ years tax experience preferred

Strong analytical skills

CPA candidate or credential preferred

Proficiency in MS Office

Tools

Lacerte

Microsoft Word

Excel

Tax research tools

Job description

Krilogy is an independent Registered Investment Advisor (RIA) firm founded in 2009, providing fiduciary wealth management services to help clients achieve their personal, financial, and life goals. The firm is built on a values-based culture emphasizing dedication, abundance, leadership, and respect in every client relationship and team interaction. Krilogy’s advisors act as guides, educators, and advocates, offering data-driven, technology-enabled advice tailored to each client’s unique financial plan. With $5.5 billion in assets under management and custodial relationships with Charles Schwab and Fidelity, Krilogy focuses on building trusted, long-term partnerships that support confident decision-making through life’s major transitions.

Role Description

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.

• 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
• Must be able to work in the office from either our St. Charles County, MO or Creve Coeur, MO office

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
• 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