Tax Planning Associate; Hybrid
Listed on 2026-10-07
-
Finance & Banking
Wealth Management, Financial Analyst, Tax Law, Tax Accountant
Annex Wealth Management in Libertyville, IL is seeking a Tax Associate to join a collaborative, hybrid team. The role centers on preparing individual tax returns with opportunities to gain experience in tax planning and wealth management.
The ideal candidate has 1–3 years of tax-prep experience and is on track to CPA or JD with tax specialization. We value learning agility and a client-focused mindset in a supportive environment with strong emphasis on work-life balance and growth.
For the Tax Planning Associate (Hybrid) position at Annex Wealth Management, LLC., we are reviewing applications now.
This role, Tax Planning Associate (Hybrid) at Annex Wealth Management, LLC., could be your next move.
Are you ready to take on the Tax Planning Associate (Hybrid) role at Annex Wealth Management, LLC.?
We would love to welcome a new Tax Planning Associate (Hybrid) to our group in Libertyville, IL, United States.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).