20 Best tax associate jobs (Hiring Now!)

Financial Planning Associate (FPA)
TCI Wealth Advisors, Inc. —Tucson, AZ
Series 65 license or can be obtained within the first year of employment. Prepare and present cash flow analysis to prospective and current clients.
$24.04 - $46.63 an hour
Staff Accountant / Tax Preparer
North Country CPAs —Lowville, NY
Obtain tax forms from federal and state agencies. This is an ideal position for someone with expertise in accounting, tax laws and previous experience preparing…
$23 - $27 an hour
Quick Apply
12d
Portfolio Reviewer II- AMS UMA Trading
Raymond James Financial, Inc. —Memphis, TN
Bachelor’s Degree in a related field and a minimum of two (2) to four (4) years’ experience in financial services industry/managed accounts.
Estimated: $67.4K - $85.4K a year
Senior Tax Associate
Gallacher, Bosen & Goodman PLLC —Mesa, AZ
Prepare more complex federal, multi-state individual, trust, partnership, and S & C Corporation income tax returns and make recommendations on return…
$75,000 - $90,000 a year
Quick Apply
11d
Tax Associate
Altair Group —Bedford, NH
Candidates must already possess or be working towards a CPA/EA license or equivalent. CPA or EA license (Preferred).
Estimated: $51.6K - $65.3K a year
Quick Apply
STS Federal Tax Credits & Incentives Manager
Boos & Associates, a Professional Corporation —Fresno, CA
CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent of one of these…
$100,000 - $130,000 a year
Quick Apply
Tax Manager
Mercadien Consulting LLC —Township of Hamilton, NJ
Performs and documents research of complex tax issues using all of the research tools available. Reviews: key complex returns for risks and for opportunities to…
Estimated: $122K - $155K a year
Quick Apply
Full Charge Bookkeeper/Associate
Bonham Building Supply —Bonham, TX
Must be proficient in Quick Books Pro. AP/AR - proactively resolving old AP & AR balances. Reconciliations - leave no balance sheet account behind!
From $15 an hour
Quick Apply
Mid-Level Trusts & Estates Associate Attorney
Dienstag Law, PLLC —Great Neck, NY
Comprehensive understanding of federal and state tax laws, trust principles, and estate planning strategies. Work closely with partners and senior associates to…
$110,000 - $130,000 a year
Quick Apply
Senior Tax Associate
Caras & Shulman, PC —Burlington, MA
CPA certification or working towards certification preferred. Prepare and review federal and state income tax compliance. Overtime required January 1‐April 15.
$75,000 - $90,000 a year
Quick Apply
Tax Associate
Farm Credit East —Greenwich, NY
This position requires a Bachelor's degree in Accounting, Agriculture, Agri-Business, Economics, Finance, Business or a related field.
$53,000 - $80,000 a year
Associate Director, Financial Management and Compliance
University of Nevada, Reno —Reno, NV
For positions that require driving, evidence of a valid driver's license will be required at the time of employment and as a condition of continued employment.
Estimated: $85.4K - $108K a year
Fraud Operations Associate
PrizePicks —Atlanta, GA
This could include working with IT teams to implement new fraud prevention tools, testing new systems and processes, and providing training to other team…
Estimated: $54.9K - $69.5K a year
Quick Apply
1d
Senior Tax Associate
James Scoffin CPA —San Diego, CA
Responsibilities include assistance with tax research projects, resolution of federal and state tax agency correspondence and preparation of all types of…
$45 - $55 an hour
Quick Apply
8d
Tax Reporting Associate
Raymond James Financial, Inc. —Saint Petersburg, FL
Field incoming calls regarding various tax questions including IRS tax forms and tax reporting concepts. At least 2 years of recent data entry and document…
$16.88 - $22.50 an hour
4d
Entry-Level Audit Associate - Fall 2025
DOZ —Carmel, IN
Authorized to work in the US without sponsorship, as a citizen, permanent resident, asylee or refugee. Complete all phases of financial statement preparation…
Estimated: $47.4K - $60K a year
Quick Apply
1d
Private Equity Associate
IntraWorks Finance —Las Vegas, NV
Bachelor’s degree in Finance, Economics, Business Administration, or related field; advanced degree (e.g., MBA, CFA) is a plus. Las Vegas, NV 89101 (Preferred).
$50,000.00 - $78,931.15 a year
Quick Apply
3d
Investment Associate
Elmington —Nashville, TN
The Associate will primarily focus on underwriting, financial analysis, due diligence, investor relations, research, debt/equity, and the overall management of…
$90,000 - $110,000 a year
Quick Apply
2d
Tax Associate
SD Mayer and Associates —San Mateo, CA
Bachelor's in Accounting, Finance or other related field from an accredited college/university preferred. The firm is looking for a Tax Associate with a few…
$70,000 - $80,000 a year
Quick Apply
12d
Tax Associate II - Clinton, SC
Savant Wealth Management —Clinton, SC
Pursuing or active CPA license. Bachelor’s Degree in Accounting or related field from an accredited college or university, with CPA or pursuing CPA.
Estimated: $54.9K - $69.5K a year
4d

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Financial Planning Associate (FPA)

TCI Wealth Advisors, Inc. Tucson, AZ

Apply Now

Job Details

Full-time $24.04 - $46.63 an hour

Qualifications

Financial planning
Cash flow analysis
Financial software
Bachelor's degree
Client services
Series 65
Communication skills

Full Job Description

Description:

The Financial Planning Associate (FPA) is part of the client facing service team of advisory professionals fulfilling TCI’s mission to empower purpose filled lives. The FPA will perform a wide range of planning and research related tasks including analyzing financial data, administering planning software, composing client deliverables, and preparing financial plans. A successful candidate will have strong critical thinking skills, work independently, and anticipate advisory team needs in service to the client. The position requires excellent communication skills and the ability to collaborate with various service roles and work styles.

To be considered for the Financial Planning Associate position, please submit a cover letter, and resume during the application process. Requirements:

SCOPE & EXPECTATIONS

The FPA can expect to focus the planning process in the following areas reflective of TCI’s client standard of care:

Financial education for clients and their families
Insurance planning/risk management
Estate planning
Tax planning and analysis
Cash flow management

POSITION RELATED RESPONSIBILITIES

Assist advisory teams with several elements of the financial planning process including, but not limited to:

Analyzing data from current or prospective clients, including assets, liabilities, insurance policies, estate documents, and tax returns
Analyzing overall asset class allocations of both current and prospective client portfolios and comparing them to target allocations
Evaluating investment options available in outside accounts and implementing account allocations with respect to client’s investment objectives
Create net worth statements
Utilize financial planning software to create and maintain financial plans for prospects and clients
Summarize key components of life, disability, and long-term care insurance
Research financial planning issues and contact/collaborate with outside experts as necessary

Attend client meetings in a technical and support role:

Prepare and present cash flow analysis to prospective and current clients
Assist with documenting information relative to the development of financial plans and other related workflows
Utilize analytical tools to identify and provide client planning opportunities to Advisors in specific planning areas

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be an exhaustive list of all responsibilities required of the incumbent in this position.

KNOWLEDGE, SKILLS & ABILITIES

Bachelors Degree required
Series 65 license or can be obtained within the first year of employment
Minimum of 2 years of prior experience providing superior client service, preferably within a financial services environment or similar professional setting
Committed to TCI’s mission, vision, and core values upholding the highest ethical behavior
Client-first attitude – Seeks to provide outstanding service to all internal and external clients. Strives to develop and maintain strong, long-term relationships
Experience utilizing financial planning software (EMoney, HolistiPlan, etc.) and client management software (Salesforce, Tamarac, etc.) preferred
Manage a variety of complex projects, be adaptable, and able to reassess priorities, possess the drive to strategize and problem solve
Demonstrated understanding and respect for the nature of highly confidential environments, documentation, and relationships
Ability to effectively communicate and build rapport with clients and Team TCI
Demonstrate professional, ethical, and courteous conduct in responsibilities and dealings with clients, prospects, COIs, colleagues, and other business entities with which TCI has a relationship
Attention to Detail - Diligently attends to details and pursues quality in accomplishing tasks. Produces quality work in an accurate and timely manner

TCI Wealth Advisors is an Equal Opportunity Employer

Apply Now

tax associate jobs

Financial Planning Associate (FPA)

Staff Accountant / Tax Preparer

Portfolio Reviewer II- AMS UMA Trading

Senior Tax Associate

Tax Associate

STS Federal Tax Credits & Incentives Manager

Tax Manager

Full Charge Bookkeeper/Associate

Mid-Level Trusts & Estates Associate Attorney

Senior Tax Associate

Tax Associate

Associate Director, Financial Management and Compliance

Fraud Operations Associate

Senior Tax Associate

Tax Reporting Associate

Entry-Level Audit Associate - Fall 2025

Private Equity Associate

Investment Associate

Tax Associate

Tax Associate II - Clinton, SC

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