Tax Associate

Could This Be Your Next Great Career Move?

Do you have a background in tax preparation and you love digging into a great tax puzzle just as much as you enjoy building relationships with clients? Are you someone who brings positive energy to the office, takes genuine pride in helping people, and wants to be part of a team that actually enjoys coming to work? If so — keep reading, because we have been looking for you!

At our firm, great culture is not something we talk about — it is something we live every day. We are a close-knit, growing financial services company based in the Las Vegas metro area, and we are adding a talented administrative tax professional to our growing team. You will work alongside financial advisors, senior tax professionals, and a support team that genuinely has each other’s backs.

If you are dependable, detail-oriented, and bring a great attitude to everything you do, you will fit right in.

Cornerstone Wealth Management is a dynamic and respected financial services firm serving individuals, families, and business owners throughout the greater Las Vegas valley. We offer a full suite of services — from financial planning and investment management to comprehensive tax preparation and planning — all throughout Las Vegas. Our clients trust us with their financial lives, and we take that responsibility seriously while making the experience as smooth and enjoyable as possible.

Our Tax Services Division is growing rapidly, and we are building a team of sharp, people‑focused tax professionals to meet the demand. This is a fantastic opportunity to join us at an exciting stage of our growth — and to build a rewarding career in a firm that will invest in you.

As a Tax Associate – you will be an integral member of our tax team, working directly with tax clients to help with all the administrative elements around tax preparation. You will collaborate daily with our financial advisors to ensure our clients receive cohesive, well‑coordinated guidance across both their financial planning and tax needs. This is a hands‑on, client‑facing role where your technical skills and your personality will both get to shine.

• Help the tax division prepare and file accurate individual (Form 1040) tax returns for a diverse client base, including retirees, pre‑retirees, and small business owners
• Assist with preparation of business entity returns including S‑Corporations (1120‑S), partnerships (1065), and LLCs
• Support the tax team with trust and estate return preparation as needed
• Conduct thorough tax interviews with clients to gather information and ensure nothing is missed
• Identify tax‑saving opportunities and communicate planning ideas to clients and senior team members
• Respond to IRS and state tax notices on behalf of clients in a timely and professional manner where applicable
• Collaborate with financial advisors to coordinate tax‑efficient strategies around investments, retirement distributions, Roth conversions, and more
• Maintain accurate, organized client files and documentation in accordance with firm standards
• Stay current on tax law changes and share relevant updates with the team and clients
• Deliver every client interaction with professionalism, warmth, and that extra touch that turns a good experience into a great one

• Minimum 2–4 years of tax preparation experience, ideally in a professional tax or financial services setting
• Solid understanding of individual income tax preparation and familiarity with retirement‑related tax issues (RMDs, Social Security taxation, Roth conversions, Medicare surcharges)
• Working knowledge of business entity tax returns (S‑Corps, partnerships, LLCs)
• Experience with professional tax software such as Drake, or similar platforms
• Strong attention to detail — you catch what others miss and take pride in accuracy
• Excellent communication skills — you can break down complex tax concepts into plain language that clients actually understand
• Warm, approachable personality with a genuine enjoyment of working with people
• Highly organized, self‑motivated, and able to manage multiple client files and deadlines during busy season
• T…