Tax Strategy & 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 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.