Tax Associate

Krilogy is an independent Registered Investment Advisor (RIA) firm founded in 2009, providing fiduciary wealth management services to help clients achieve their personal, financial, and life goals. The firm is built on a values-based culture emphasizing dedication, abundance, leadership, and respect in every client relationship and team interaction. Krilogy’s advisors act as guides, educators, and advocates, offering data-driven, technology-enabled advice tailored to each client’s unique financial plan.

With $5.5 billion in assets under management and custodial relationships with Charles Schwab and Fidelity, Krilogy focuses on building trusted, long-term partnerships that support confident decision-making through life’s major transitions.

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.

• 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

• 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