Tax Associate

Position Overview
The Tax Associate is a client-facing role responsible for delivering tax compliance, advisory, and planning services while building strong relationships with clients throughout the year. This position is ideal for a technically strong and service-oriented professional who enjoys working directly with business owners, CEOs, CFOs and individuals to help them navigate complex tax matters and identify planning opportunities.
The ideal candidate is organized, proactive, communicative, and comfortable managing multiple client relationships in a fast-paced environment.

Key Responsibilities

Prepare and review individual, partnership, and corporate tax returns.
Assist clients with ongoing tax planning, advisory, and compliance matters.
Serve as a primary or secondary point of contact for assigned clients.
Build strong client relationships through responsiveness, communication, and proactive service.
Identify tax-saving opportunities and planning strategies for clients.
Research tax issues and communicate findings clearly to clients and internal team members.
Assist clients with notices, tax authority correspondence, and related matters.
Support onboarding and setup processes for new clients.
Coordinate with internal team members to ensure timely completion of client deliverables.
Contribute to operational improvements, workflow efficiencies, and client experience initiatives.
Stay current on tax law changes, regulatory developments, and industry trends.

Qualifications

Bachelor's degree in Accounting, Finance, Tax, or related field.
Active CPA, EA, or JD credential required.
Minimum of 3 years of public accounting or tax advisory experience.
Experience preparing individual, partnership, and corporate tax returns.
Strong communication and client relationship management skills.
Ability to manage multiple priorities and deadlines in a fast-paced environment.
Strong organizational, analytical, and problem-solving abilities.
Experience working with small business owners, real estate investors, and high-net-worth clients preferred.
Strong attention to detail and commitment to exceptional client service.

Compensation
The total combined salary and bonus range for this role is $80,000 - $100,000, depending on experience.
Benefits All Benchmark International positions offer paid time off, standard holidays, birthday holidays, and community service days. Employees are eligible for highly competitive company-subsidized medical, dental, vision, and AD&D insurance; 401k with company matching; flexible spending and health savings accounts (FSA & HSA); and flexible dependent care assistance accounts. Social Responsibility Benchmark International is an active, contributing member of the communities in which we work.

The company participates in significant charitable giving opportunities throughout the year. Many of the recipient charities have been identified by our individual employees because of their personal passion for supporting particular needs. In addition, each employee is encouraged to use two paid workdays per year to provide their labor and skills to the community. About Benchmark International Benchmark International Tax Services is part of the Benchmark International Group.

Benchmark International is best known as a global mergers and acquisitions practice dedicated to delivering creative, value-maximizing solutions for business owners seeking to grow or exit their companies. Recognized as the #1 Sell-side Privately Owned M&A Advisor in the World by Pitch Book and Refinitiv and named Investment Banking Firm of the Year by both the M&A Advisor and the Global M&A Network, we are known for our award-winning process and world-class service.

Specializing in the transaction of mid-market companies, our M&A teams operate from offices across the globe, representing clients in a wide variety of industries. Our unique, technology-driven approach connects sellers with the right acquirers-whether local or international-through a combination of proprietary databases, deep market insight, and strategic outreach.
Our tax services business grew out of this one-in-a-lifetime family wealth generating ecosystem. Our ability to…