Associate - Tax Services

About the role

This is our early career Tax Associate position—ideal for candidates with 1–2 years of relevant tax experience who are excited to learn and grow and have a commitment to being a tax professional. An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who share our values and vision. We value intellectual intensity, collaboration, and compassion.

Responsibilities

• Prepare individual income tax returns and related workpapers; progressively expand to partnerships, corporations, trusts, foundations, and gift returns.
• Provide aid in preparing responses to tax notices, and gain exposure to audits.
• Participate in tax planning and research.
• Participate with wealth managers and clients to ascertain, track, and preserve data needed for tax preparation and planning.
• Assist with ad hoc projects.

Requirements

We will consider any combination of experience and education which provides the necessary knowledge, skills, and abilities to perform the job. A typical way to acquire the requirements would be: Bachelor’s degree in Accounting (or equivalent with accounting coursework). Minimum 1 - 2 years’ experience in tax or public accounting. CPA eligibility or sections passed; Master’s in Taxation or MBT.

Qualifications

An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who share our values and vision. We value intellectual intensity, collaboration, and compassion. A strategic partner once compared us to “a cocker spaniel.” We like the comparison. While our relationships with clients are professional first and foremost, they are also warm, passionate and genuine. Like a cocker spaniel.

Skills

• Proficiency with Microsoft Excel and Word.
• Clear written and verbal communication.
• Strong organizational skills and attention to detail.
• Team-oriented mindset; professionalism in client service.

Benefits

Environment supportive to learning and growing your career
Continuing education assistance program
401(k) with company match
Bonus program
Company contribution up to 95% for health insurance
Hybrid work arrangement

Pay

TBD

Schedule

Primarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to manage situations. Occasionally exert up to ten pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in-person.

Physical Demands And Work Environment

Aspiriant is committed to diversity, inclusion and belonging . A diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring future…a firm where people can be themselves, learning is limitless, and everyone can thrive.

Equal Opportunity Employer

Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.