Tax Associate; Non-Billable - East Coast

Overview

Tax Associate – Wealth Management Firm – Remote (East Coast) Are you a confident, personable tax professional who thrives in a fast-paced environment? Join a nationally recognized, wealth-focused tax team supporting high-net-worth individuals, trusts, and closely held businesses. You’ll prepare tax returns, projections, and analyses while delivering exceptional client service and growing your expertise in individual and entity tax. If this sounds exciting, Apply today!

• Bachelor’s degree in Accounting or related field, with 1–3+ years in public accounting
• CPA or EA obtained or in progress, a plus
• Experience with tax systems a plus
• Highly organized, detail-oriented, and strong communicator

• Prepare tax returns for high-net-worth individuals, trusts, and businesses, and create quarterly estimates and projections
• Respond accurately and timely to tax questions, estimates, projections, and analyses for tax and wealth management clients
• Coordinate with tax support staff to ensure efficient workflow, data integrity, and assist with notices or correspondence
• Stay up to date on tax laws and changes

• Impact:
  Contribute directly to high-net-worth client outcomes
• Visibility:
  Frequent client interaction and close collaboration with advisory teams
• Growth:
  Support for pursuing CPA/EA and expanding technical skills
• Balance:
  Predictable hours with non-billable structure (50–55 busy season; 40–45 off-season)
• Culture:
  Collaborative, supportive environment focused on quality and development

• Compensation is determined by several factors which may include skillset, qualifications/certifications, experience level, and geographic location
• The expected range for this role is $60,000–$75,000 base per year. Please note this range is an estimate and actual pay may vary based on qualifications and experience.

Please send your resume to  if you are ready to make a difference and your background aligns with the requirements. Apply now! We look forward to helping you with your job search.

Note:

We actively support and promote people of various backgrounds, from race and religion, to gender, geographical area, university, lifestyle, and personality type. Proven Recruiting is minority-owned, majority women, and a strong advocate for diversity and inclusion in the broader community. Apply today!