Tax Associate

Creve Coeur, MO or St. Charles County, MO

About the role

At Krilogy Tax Services, we work closely with high-net-worth individuals, families, business owners, and trusts to provide proactive tax planning and compliance services. As a Tax Associate, you will be responsible for tax preparation, tax planning, and tax-related research while supporting Krilogy’s Tax Managers. The successful candidate will provide exceptional service, maintain strong relationships with our Wealth Advisors and clients, and contribute to a collaborative, integrated planning team environment.

Responsibilities

• Perform duties that support the Tax Managers in daily business practices, including but not limited to: tax compliance, preparation of Individual Tax Returns (1040) and Trust Returns (1041), and related tax planning projects.
• Compile and organize supporting client tax/financial statements and documents.
• Conduct tax research and assist with preparing written tax guidance, client communications, and recommendations.
• Work closely with Wealth Advisors as part of an integrated planning team to execute tasks and projects for Krilogy Tax clients, including managing applicable client communication.
• Assist with client billing responsibilities, as requested.
• Help manage client relationships and deliver responsive client service.
• Practice Krilogy’s Values and Rules of Engagement.

Experience with tax software such as Lacerte or similar platforms preferred.

Requirements

• Strong planning and organization skills and attention to detail.
• Excellent verbal and written communication skills with clients and coworkers.
• Ability to perform multiple tasks efficiently and with accuracy.
• Ability to maintain the integrity of sensitive and confidential information.
• Demonstrated ability to work independently and collaboratively, exercise sound judgment, and proactively identify and implement solutions.
• Must be authorized to work in the United States now and in the future without requiring sponsorship.

Qualifications

• 3+ years of tax experience preferred.
• Bachelor’s degree in accounting, finance, or a related field preferred.
• Strong analytical and critical thinking skills.
• Software proficiencies include: Microsoft Word and Excel.
• Commitment to continued professional development and growth within the tax practice.

Benefits

• Competitive base salary and bonus opportunities.
• Insurance benefits offered include medical, dental, vision, life & disability coverage.
• 401(k) with employer match.
• Generous paid time off (combines your vacation, personal and sick days together – gives you more flexibility).
• Paid holidays.
• Paid pregnancy leave, parental leave, and grandparental leave.
• Hybrid work environment with flexibility to balance in-office collaboration and remote work.
• Professional development and advancement opportunities.
• Complimentary parking.