About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Wealth Management (Financial Services).

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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Overview

Confidential Client is hiring an Entry-Level Tax Associate to support wealth management and financial planning activities in Iselin, NJ. This role works closely with a Financial Advisor to translate tax rules into client-focused recommendations, prepare analyses and projections, and help integrate tax strategies into comprehensive financial plans.

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What You’ll Do

• Assist the Financial Advisor with tax-related research and planning strategies
• Review client financial information to identify tax considerations and opportunities
• Prepare tax projections, analyses, and client-ready presentations
• Research federal and state tax regulations and summarize implications for clients
• Help incorporate tax strategies into broader financial and wealth plans
• Produce reports, spreadsheets, and supporting documentation for client meetings
• Maintain accurate, organized, and confidential client records
• Communicate professionally with clients and internal teams
• Stay current on tax law changes and industry developments
• Support other financial planning and administrative tasks as needed

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Qualifications

• Bachelor’s degree in Accounting, Finance, Taxation, Economics, or a related field preferred
• 0–2 years of professional experience (entry-level candidates encouraged)
• Strong analytical and problem-solving skills
• Excellent attention to detail and organization
• Strong written and verbal communication skills
• Proficiency with Microsoft Excel and Microsoft Office
• Ability to handle confidential financial information with professionalism
• Interest in pursuing a long-term career in tax, financial planning, or wealth management

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Nice to Have / Professional Development

• Coursework or internship experience in tax preparation, accounting, or financial planning
• Interest in pursuing tax- or finance-related credentials or licenses (e.g., CPA, Enrolled Agent, CFP)
• Familiarity with tax research tools and financial planning software

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What We Offer

• Hands-on experience working directly with a Financial Advisor
• Exposure to tax planning and comprehensive financial planning
• Training and professional development opportunities
• Support to pursue relevant licensing and credentials
• A collaborative environment with opportunities for long-term career growth

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Location & Employment Type

• Location: Iselin, NJ (on-site)
• Employment Type: Full-Time

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.