Tax Associate
Listed on 2026-01-12
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Finance & Banking
Accounting & Finance, Financial Analyst
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About Us
HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.
About Us
HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.
Throughout our network of more than 600 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients.
About HUB Retirement & Private Wealth (RPW)
We lead our communities with integrity, driven to make things better, both now and in the future. We serve, inspire, and thrive while maintaining an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all.
Mission Statement
We are a highly committed, diverse financial services organization serving hundreds of thousands of retirement plan participants, individuals, and institutions across the United States. We provide financial piece of mind and top of class solutions, investments, administration, and service. We are committed to the highest Ethics, Competency, Customer Service, and providing our valued clients with the best and most competent professional team.
We Are The Perfect Fit If You
- Enjoy team collaboration
- Thrive in a healthy company culture that recognizes success
- Want to learn and grow your current skill set
- Are seeking a progressive work environment at a rapidly growing organization
- Have a desire to help others protect their future
- Have an entrepreneurial spirit and are challenged by the opportunity to grow the business
- Are focused on learning and development to enhance your industry knowledge and expertise
- Are a self-starter willing to invest time and energy to learn the technical aspects of our business
- Believe in integrity and building success by developing relationships with others
As a tax associate, you will work directly with the tax team and wealth management teams to deliver personal, S-Corporation, partnership, private foundation and gift tax returns and ongoing financial recordkeeping services. The successful tax associate will be detail-oriented, have strong communication skills, thrive in a team environment, and be driven to grow professionally and personally.
Duties And Responsibilities
- Prepare tax returns, quarterly and annual income tax projections, estimated tax vouchers, extension forms and all related work papers and financial statements
- Maintain client paper files and electronic data files in a well-organized, timely manner; compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees and collection consulting fees
- Prepare responsive documents to inquiries from the IRS and other taxing authorities, research supervised technical matters for complex tax needs and updates to regulations
- Maintain and update financial records using Quick Books Online
- Manage accounts payable and accounts receivable
- Reconcile bank, credit card, and other financial statements
- Process payroll and ensure proper tax filings (if applicable)
- Generate financial reports for internal and external use
- Support client relationships and retention through accurate, timely completion of client deliverables
- Uphold procedures with sufficient controls to prevent errors, fraud and misstatements of financial results
- Attend and participate in learning opportunities through associate meetings and internal resources made available through compliance, practice management,…
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