Tax Associate
The Tax Associate at Confidential Client is an entry-level role focused on tax analysis, preparation of tax projections and returns, and collaborating with CPAs and financial advisors within a family office environment. This position supports proactive tax planning strategies to minimize client tax liabilities while gaining broad exposure to tax accounting and financial services. The role requires strong communication, organizational skills, and a motivated, accountable approach to client service.
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, Accounting & Finance.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
Role Overview
This is an entry-level Tax Associate role supporting a Confidential Client family office in the Accounting & Finance industry. You will work closely with CPAs, accountants, and financial advisors to perform tax analysis, prepare tax projections and tax returns, and contribute to proactive tax planning for high-net-worth individuals and businesses.
What You’ll Do
- Analyze client tax liability and gather supporting documentation
- Prepare tax projections and assist with tax-return preparation
- Collaborate with the Tax Team and other specialists to identify client opportunities
- Attend meetings and training to stay current on tax law and internal processes
- Meet assigned goals and complete tasks on schedule
- Ensure compliance with industry rules and regulatory requirements
- Perform other duties as assigned to support client service delivery
Qualifications
- Bachelor’s degree in Accounting, Finance, or a related field preferred
- Strong written and verbal communication skills
- Basic computer skills and experience with Microsoft Office applications
- Ability to manage competing priorities and meet deadlines
- Strong sense of professional and personal accountability and a strong work ethic
- Highly motivated, self-starter with leadership qualities and an entrepreneurial mindset
- Willingness and ability to obtain an Enrolled Agent designation
- Ability to obtain an active Preparer Tax Identification Number (PTIN)
Why This Role?
- Gain broad exposure to tax planning and tax preparation within a Family Office environment
- Work alongside experienced CPAs and financial advisors — great foundation for a tax or finance career
- Opportunity to build technical tax skills (projections, liability analysis) and client-facing experience
Benefits
- Health, dental, and vision insurance
- Paid time off
- 401(k)
- Voluntary long-term disability and life insurance
- Flexible spending options (Eligibility requirements may vary by location and role.)
About the Client
Confidential Client is a family-office-style financial services organization providing tax strategy, accounting, and financial planning services to individuals and businesses. The organization emphasizes proactive tax planning and collaborative client service.
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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