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Tax Associate - Private Clients

Confidential Client•Financial Services
Entry LevelFull-timeHybrid$77,307
Austin, Texas
15 Hours Ago

The Tax Associate at Confidential Client is responsible for preparing individual, estate, and fiduciary tax returns for US and non-US residents, primarily servicing high-net-worth entrepreneurs and co-founders. The role involves participation in tax planning and consultation, working closely with tax lawyers and wealth management firms, and handling international tax forms under senior supervision. This position offers a modern, innovative work environment with a flexible hybrid remote policy and strong emphasis on professional development and ethical standards.

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Description

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, Tax & Accounting.

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


Role Overview

Confidential Client is seeking a Tax Associate to support private client work in Austin, TX. This is an entry–to–early level tax role working primarily on individual, estate, and fiduciary returns for high–net‑worth private clients and entrepreneurs. You will learn international tax compliance and collaborate with tax lawyers and wealth managers on planning engagements.


What You’ll Do

  • Prepare individual, estate, and fiduciary tax returns for U.S. and non‑U.S. residents under senior supervision
  • Support tax planning and client consultations, coordinating with legal and wealth‑management partners
  • Prepare international tax forms (examples: Form 5471, 8865, 8858, FBAR / FinCEN 114) with guidance
  • Serve primarily private clients and founders/co‑founders of corporate clients with net worth over $10M
  • Research and analyze complex international tax issues and propose practical solutions
  • Maintain strict client confidentiality and professional ethics while meeting deadlines

Minimum Qualifications

Education & Experience

  • At least a bachelor’s degree in accounting, finance, or related field — or working toward completion
  • Roughly 1–2 years of tax or accounting experience (entry / early level)

Technical Skills

  • Comfortable using tax software and accounting tools; strong Microsoft Excel skills
  • Willingness to learn international tax compliance tools and firm processes

Professional / Interpersonal

  • Able to work independently while contributing to a team environment
  • Strong communication skills, client service orientation, and professional skepticism
  • Commitment to deadlines and clear communication when timelines shift
  • Working toward CPA is a plus
  • French language skills are a plus

Location & Hours

  • Primary location: Austin, TX (role will be based in the Austin office; the firm has offices in NYC, Boston, San Francisco and offers a flexible remote policy)
  • Employment type: Full‑time

Compensation

  • Estimated pay (as shown in source): $77,307 per year (estimated). This listing includes an employer-provided estimated salary.

Benefits

  • Health insurance paid 100% (HSA and FSA available)
  • 401(k) with 100% match up to 6% after 3 months
  • Unlimited paid time off policy (minimum two weeks/year required)
  • Transportation / commuter benefits (CitiBike membership offered)
  • Flexible remote policy with office amenities (breakfast, snacks, weekly social events)

Why Join

This position is a strong opportunity for early‑career tax professionals who want hands‑on experience with high‑net‑worth private clients and international tax compliance in a modern, growth‑oriented firm culture. The team prioritizes learning, process automation, and quality assurance while investing in professional development.


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.

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