Tax Planning Associate

Jumet Financial; Industry (Beaver County); On-site; USD 55,000 - 75,000; Full time

Job summary

Jumet Financial is seeking a Tax Planning Associate to prepare and submit tax filings, advise clients, and support the Tax Planning Team with ongoing education on tax law. The role requires confidentiality, high organization, and the ability to manage multiple workstreams while building rapport with clients and advisors.

Candidates should pursue further certifications such as Enrolled Agent or CPA and be proficient with ProConnect and Microsoft Office.

Qualifications

• Bachelor's degree in finance, accounting, or a related field with willingness to continue education toward tax certifications such as Enrolled Agent or CPA.
• Strong passion for working in the financial industry.
• Familiarity with ProConnect or similar tax software.
• Excellent computer skills (MS Word, Excel, PowerPoint, Outlook).
• Excellent written and verbal communication skills, including strong spelling, grammar, and proofreading abilities.
• Excellent organizational and time management skills.

Responsibilities

• Prepare and submit tax filings for clients, including federal and state income taxes, estate taxes, and retiree taxes.
• Deliver outstanding support to advisors and clients on tax-related issues.
• Manage client tax document requests and conversion information requests.
• Prepare year-end tax projections and corporate tax filings.
• Coordinate with third-party tax providers as needed.
• Participate in team meetings to support the Tax Planning Team.

Skills

Client relations

Time management

Confidentiality

Detail-oriented

Multi-tasking

Education

Bachelor's degree in finance or accounting

Tools

ProConnect

MS Word

Excel

PowerPoint

Outlook

Job description

Jumet Financial is committed to providing our clients with well-informed, personalized advice and to creating a disciplined framework withinwhich financial decisions are made, implemented, and managed from generation to generation. Jumet Financial is seeking a highly efficientand detail-oriented individual with the same strong standards for the role of Tax Planning Associate, with the potential to grow into a TaxPlanning Officer role. The position requires a high level of confidentiality and professionalism, excellent time and project management skills,and the ability to manage multiple workstreams (both internal and external) at once. The qualified candidate must show high regard for clientneeds and not only be efficient, but also build rapport with current and prospective clients. The individual should have a desire to continuetheir education and skill development toward managing and building a Tax Specialist Team.

Primary Duties and Responsibilities:

Prepare and submit tax filings for clients of the firm, including federal and state income taxes, estate taxes, retiree taxes, and non-retireetaxes

Deliver outstanding support to advisors and clients on tax-related issues, answering questions as needed

Manage client tax document requests

Manage conversion information requests

Prepare year-end tax drivers

Assist with W-4 elections

Coordinate quarterly tax payments

Maintain the tax advisor list for internal reference and to provide clients with tax advisor recommendations by region

Assist clients in managing state and IRS tax notices

Run year-end tax projections and preliminary tax filings

Prepare corporate tax filings

Manage business taxes and provide advice

Provide firm-wide education on the tax landscape and new rules

Coordinate with third-party tax providers for clients and the business as needed

Participate in team meetings, particularly those involving the ongoing development and support of the Tax Planning Team

Assist advisors in reviewing plan data to ensure ongoing compliance and testing adherence

Perform other duties as assigned by management

Help serve our community through firm-planned initiatives, as required of all Jumet Financial employees

Qualifications:

Bachelor's degree in finance, accounting, or a related field, with a willingness to continue education toward certifications and/oradvanced degrees in taxation, such as Enrolled Agent and/or CPA, as required by the firm

Strong passion for working and succeeding in the financial industry

Familiarity with ProConnect or similar tax software

Excellent computer skills (MS Word, Excel, PowerPoint, and Outlook)

Excellent written and verbal communication skills, including strong spelling, grammar, and proofreading abilities

Excellent organizational and time management skills