Tax Associate: Proactive Planning & Wealth Management

Annex Wealth Management, LLC.; Northern (KY); Ibrido; USD 60.000 - 85.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical insurance

Dental insurance

Vision insurance

401(k) retirement plan

Paid Time Off

Company events

Summer hours

Descrizione del lavoro

Annex Wealth Management is seeking a Tax Associate to help prepare individual tax returns and gradually gain experience in tax planning within a collaborative wealth-management team. This role emphasizes a reasonable workload, teamwork, and growth toward proactive planning.

You'll build skills in tax planning concepts such as Roth conversions, charitable giving strategies, equity compensation, and capital gains harvesting, while supporting advisors and clients as you advance.

Competenze

• At least 1–3 years of experience preparing individual tax returns.
• Interest in financial planning and wealth management.
• Desire to enhance technical knowledge and pursue credentials.
• Willingness to learn tax planning strategies and stay updated on changes.
• Ability to work with a collaborative planning team and advisors.
• Working knowledge of current tax laws and annual changes.

Conoscenze

Tax preparation experience

Financial planning interest

Career development motivation

Learning agility

Technical comfort

Tax law knowledge

Formazione

CPA/JD track to tax specialization

Enrolled Agent considered

Descrizione del lavoro

Annex Wealth Management is seeking a Tax Associate to help prepare individual tax returns and gradually gain experience in tax planning within a collaborative wealth-management team. This role emphasizes a reasonable workload, teamwork, and growth toward proactive planning.

You'll build skills in tax planning concepts such as Roth conversions, charitable giving strategies, equity compensation, and capital gains harvesting, while supporting advisors and clients as you advance.