Tax Associate — Hybrid Tax Planning & Compliance

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 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