• Location: Houston TX
• Type: Perm
• Job #24764

Company Overview:
A leading integrated wealth management firm in the U.S. is seeking a Tax Associate to join its team. This role offers the chance to work in a collaborative environment focused on tax preparation and compliance for high-net-worth clients.

Job Responsibilities:

• Prepare individual, trust, estate, gift, foundation, and business tax returns accurately and on schedule.
• Review source documents and information processed through OCR tools to confirm accuracy prior to submission.
• Conduct tax research to support planning and compliance activities.
• Stay current on emerging tax legislation, reform efforts, and regulatory updates.
• Assist in handling and resolving federal and state tax notices.
• Maintain well-organized and detailed tax files including supporting documentation.
• Collect and input tax-related financial data into tax software and databases.
• Analyze client-provided data to identify opportunities for tax optimization.
• Support overall tax planning processes for clients and team members across the department.

Qualifications:

• Strong foundational understanding of accounting principles and tax laws.
• Experience preparing individual, trust, and business tax returns.
• Proficiency in Microsoft Word, Excel, and Outlook, and familiarity with tax preparation applications (e.g., CCH Axcess or similar).
• Bachelor’s degree in accounting required.

Compensation:
Salary: $70,000 – $100,000, Plus Bonus