Tax Associate

At Krilogy Tax Services, we work closely with high-net-worth individuals, families, business owners, and trusts to provide proactive tax planning and compliance services. As a Tax Associate, you will be responsible for tax preparation, tax planning, and tax-related research while supporting Krilogy’s Tax Managers. The successful candidate will provide exceptional service, maintain strong relationships with our Wealth Advisors and clients, and contribute to a collaborative, integrated planning team environment.

• Perform duties that support the Tax Managers in daily business practices, including but not limited to: tax compliance, preparation of Individual Tax Returns (1040) and Trust Returns (1041), and related tax planning projects.
• Experience with tax software such as Lacerte or similar platforms preferred.
• Compile and organize supporting client tax/financial statements and documents.
• Conduct tax research and assist with preparing written tax guidance, client communications, and recommendations.
• Work closely with Wealth Advisors as part of an integrated planning team to execute tasks and projects for Krilogy Tax clients, including managing applicable client communication.
• Assist with client billing responsibilities, as requested.
• Help manage client relationships and deliver responsive client service.
• Practice Krilogy’s Values and Rules of Engagement.

Qualifications:

• Strong planning and organization skills and attention to detail
• Excellent verbal and written communication skills with clients and coworkers
• Ability to perform multiple tasks efficiently and with accuracy
• Ability to maintain the integrity of sensitive and confidential information
• Demonstrated ability to work independently and collaboratively, exercise sound judgment, and proactively identify and implement solutions.
• Must be authorized to work in the United States now and in the future without requiring sponsorship

Education and Experience:

• 3+ years of tax experience preferred
• Bachelor’s degree in accounting, finance, or a related field preferred
• Strong analytical and critical thinking skills
• Software proficiencies include:
  Microsoft Word and Excel
• Commitment to continued professional development and growth within the tax practice
• Competitive base salary and bonus opportunities
• Insurance benefits offered include medical, dental, vision, life & disability coverage
• 401(k) with employer match
• Generous paid time off (combines your vacation, personal and sick days together – gives you more flexibility)
• Paid holidays
• Paid pregnancy leave, parental leave, and grand parental leave
• Hybrid work environment with flexibility to balance in-office collaboration and remote work
• Professional development and advancement opportunities
• Complimentary parking

Krilogy is an Equal Opportunity Employer