Tax Associate, Global Employer Services - Fall 2026 (Multiple Locations)
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have About the role (job summary). Responsibilities (job duties). Requirements (education, experience, licensure, software, other KSAs). Qualifications maybe duplicate; we could combine Requirements and Qualifications into one section? But they said prefer few substantive sections over many thin ones. Could have About the role, Responsibilities, Requirements (including education, experience, licensure, software, other KSAs), Pay. That's four sections.
We must not repeat job title as heading. Not include Job ID etc. Remove boilerplate: EEO, legal, navigation, cookie, etc. Also remove "About Us" maybe? It's not about role; but could be considered company description; not required. Probably omit.
We need to preserve all substantive information: job duties bullet points, education qualifications, experience, license, software, other KSAs, salary ranges per state.
We need to format duties as - . For each duty bullet we need to capture the text.
Let's extract duties:
From "Job Duties" section:
- Research
* Identifies situations when research is necessary, providing an outline of the issue(s) and the appropriate source of research to be conducted
* Reviews SEC filings of public companies, survey data, issue briefs prepared by legal and accounting experts, and “best practice” guidelines published by investor advisory groups as background for providing clients with creative approaches to compensation opportunities that promote shareholders’ interests
* Composes detailed reports of the research findings
- Calculations and analysis
* Reviews and analyzes client data and uses Excel modeling to prepare calculations needed for various consulting projects related to equity compensation and incentive plan design, retirement plans, payroll tax requirements, mobile employee cost projections, and M&A transactions
* Analyzes researched facts and the sources utilized
- Tax and Information Reporting compliance
* Assists with the preparation of the following returns as needed:
- US individual tax returns for inbound and outbound international assignees
- Forms 5500 for qualified retirement plans
- Payroll tax forms such as 941, W-2, 1099, etc.
- Informational reporting for equity plans such as Form 3921
- General practice support
* Communicates with clients as needed to support gathering of data and completion of projects
* Assists with creating and organizing file documentation in support of client engagements
* Assists with presentation materials for internal and external purposes, e.g., webinars, proposals, etc.
- Other duties as required
We need to preserve all that.
Education Qualifications, Knowledge, Skills and Abilities:
- Bachelor's degree in Accounting, Finance, Economics or Statistics, required; OR Bachelor’s degree in other focus areas and CPA certification, required
- Advanced degrees, such as a JD or Masters in Tax, preferred
Experience:
- Prior experience related to workforce programs and issues, preferred
License And Certifications:
- Eligible to sit for the CPA exams; progress towards admission to practice in a U.S. jurisdiction; progress towards Internal Revenue Service Enrolled Agent (EA) certification or progress towards the equivalent of one of these designations upon starting employment, preferred
Software:
- Proficient in Microsoft Office Suite, specifically Word, Excel and PowerPoint, preferred
Other Knowledge, Skills & Abilities:
- Strong written and verbal communication skills
- Solid organizational skills especially ability to meet project deadlines with a focus on details
- Ability to follow instructions as directed
- Ability to work effectively in a team setting
- Positive attitude and willingness to learn
- Seeks advice of appropriate superiors regarding issues related to compliance
- Intermediate to advanced skills in PowerPoint and Excel
Pay: salary ranges per state listed.
We need to output only HTML fragment. Use
for each section heading.
We'll structure:
About the role
Job Summary ... (the paragraph). The job summary includes first two paragraphs: "Job Summary JOB DESCRIPTION The GES Associate will be responsible for utilizing their educational background and organizational skills to assist the GES practice in one or more of its four segments – Retirement Plans, People and Organization Strategy, Global Rewards Taxation, and Global Mobility. The Global Employer Services Associate is responsible for performing basic research to prepare tax returns, tax equalizations, completing assignment cost projections, work project reviews, and analyses that assist in serving clients."
We need to preserve that exactly? Probably keep as is.
Then Responsibilities:
Responsibilities
then - ... but we have sub-bullets. Could nest? The instruction: use
- for any list of duties/requirements/benefits. It doesn't forbid nesting. We can have top-level
with each duty as - and inside each
- we can have another
for subpoints. That's fine.
Similarly for Requirements: we can have Requirements
then - for each bullet: Education, Experience, License, Software, Other KSAs. Inside each we can have nested lists for subpoints.
Pay:
Pay
then maybe a with the salary ranges. Could also list as
- each state range.
We must not include filler like "commensurate with experience". Not present.
We must not include Benefits section.
We must not include Schedule.
We must not repeat job title.
We must not include Job ID etc.
We must not include boilerplate like EEO, navigation, legal, etc. So we cut off after salary ranges and before About Us? Actually after salary ranges there is "About Us". We'll omit that.
Now produce HTML.
Let's craft.
Be careful to escape any special characters like & etc. Not needed.
We'll output:
About the role
Job Summary JOB DESCRIPTION The GES Associate will be responsible for utilizing their educational background and organizational skills to assist the GES practice in one or more of its four segments – Retirement Plans, People and Organization Strategy, Global Rewards Taxation, and Global Mobility. The Global Employer Services Associate is responsible for performing basic research to prepare tax returns, tax equalizations, completing assignment cost projections, work project reviews, and analyses that assist in serving clients.
Responsibilities
- Research
- Identifies situations when research is necessary, providing an outline of the issue(s) and the appropriate source of research to be conducted
- Reviews SEC filings of public companies, survey data, issue briefs prepared by legal and accounting experts, and “best practice” guidelines published by investor advisory groups as background for providing clients with creative approaches to compensation opportunities that promote shareholders’ interests
- Composes detailed reports of the research findings
- Calculations and analysis
- Reviews and analyzes client data and uses Excel modeling to prepare calculations needed for various consulting projects related to equity compensation and incentive plan design, retirement plans, payroll tax requirements, mobile employee cost projections, and M&A transactions
- Analyzes researched facts and the sources utilized
- Tax and Information Reporting compliance
- Assists with the preparation of the following returns as needed:
- US individual tax returns for inbound and outbound international assignees
- Forms 5500 for qualified retirement plans
- Payroll tax forms such as 941, W-2, 1099, etc.
- Informational reporting for equity plans such as Form 3921
- General practice support
- Communicates with clients as needed to support gathering of data and completion of projects
- Assists with creating and organizing file documentation in support of client engagements
- Assists with presentation materials for internal and external purposes, e.g., webinars, proposals, etc.
- Other duties as required
Requirements
- Education
- Bachelor's degree in Accounting, Finance, Economics or Statistics, required; OR Bachelor’s degree in other focus areas and CPA certification, required
- Advanced degrees, such as a JD or Masters in Tax, preferred
- Experience
- Prior experience related to workforce programs and issues, preferred
- License and Certifications
- Eligible to sit for the CPA exams; progress towards admission to practice in a U.S. jurisdiction; progress towards Internal Revenue Service Enrolled Agent (EA) certification or progress towards the equivalent of one of these designations upon starting employment, preferred
- Software
- Proficient in Microsoft Office Suite, specifically Word, Excel and PowerPoint, preferred
- Other Knowledge, Skills & Abilities
- Strong written and verbal communication skills
- Solid organizational skills especially ability to meet project deadlines with a focus on details
- Ability to follow instructions as directed
- Ability to work effectively in a team setting
- Positive attitude and willingness to learn
- Seeks advice of appropriate superiors regarding issues related to compliance
- Intermediate to advanced skills in PowerPoint and Excel
Pay
- California Range: $85,000 - $120,000
- Colorado Range: $78,000 - $120,000
- Illinois Range: $80,000 - $100,000
- Maryland Range: $85,000 - $100,000
- Massachusetts Range: $85,000 - $120,000
- Minnesota Range: $72,000 - $100,000
- New Jersey Range: $80,000 - $100,000
for each section heading.
We'll structure:
About the role
Job Summary ... (the paragraph). The job summary includes first two paragraphs: "Job Summary JOB DESCRIPTION The GES Associate will be responsible for utilizing their educational background and organizational skills to assist the GES practice in one or more of its four segments – Retirement Plans, People and Organization Strategy, Global Rewards Taxation, and Global Mobility. The Global Employer Services Associate is responsible for performing basic research to prepare tax returns, tax equalizations, completing assignment cost projections, work project reviews, and analyses that assist in serving clients." We need to preserve that exactly? Probably keep as is. Then Responsibilities:
Responsibilities
then- ... but we have sub-bullets. Could nest? The instruction: use
- for any list of duties/requirements/benefits. It doesn't forbid nesting. We can have top-level
- with each duty as
- and inside each
- we can have another
- for subpoints. That's fine.
Similarly for Requirements: we can have
- for each bullet: Education, Experience, License, Software, Other KSAs. Inside each we can have nested lists for subpoints.
Pay:
Pay
then maybe awith the salary ranges. Could also list as
- each state range.
We must not include filler like "commensurate with experience". Not present.
We must not include Benefits section.
We must not include Schedule.
We must not repeat job title.
We must not include Job ID etc.
We must not include boilerplate like EEO, navigation, legal, etc. So we cut off after salary ranges and before About Us? Actually after salary ranges there is "About Us". We'll omit that.
Now produce HTML.
Let's craft.
Be careful to escape any special characters like & etc. Not needed.
We'll output:
About the role
Job Summary JOB DESCRIPTION The GES Associate will be responsible for utilizing their educational background and organizational skills to assist the GES practice in one or more of its four segments – Retirement Plans, People and Organization Strategy, Global Rewards Taxation, and Global Mobility. The Global Employer Services Associate is responsible for performing basic research to prepare tax returns, tax equalizations, completing assignment cost projections, work project reviews, and analyses that assist in serving clients.
Responsibilities
- Research
- Identifies situations when research is necessary, providing an outline of the issue(s) and the appropriate source of research to be conducted
- Reviews SEC filings of public companies, survey data, issue briefs prepared by legal and accounting experts, and “best practice” guidelines published by investor advisory groups as background for providing clients with creative approaches to compensation opportunities that promote shareholders’ interests
- Composes detailed reports of the research findings
- Calculations and analysis
- Reviews and analyzes client data and uses Excel modeling to prepare calculations needed for various consulting projects related to equity compensation and incentive plan design, retirement plans, payroll tax requirements, mobile employee cost projections, and M&A transactions
- Analyzes researched facts and the sources utilized
- Tax and Information Reporting compliance
- Assists with the preparation of the following returns as needed:
- US individual tax returns for inbound and outbound international assignees
- Forms 5500 for qualified retirement plans
- Payroll tax forms such as 941, W-2, 1099, etc.
- Informational reporting for equity plans such as Form 3921
- Assists with the preparation of the following returns as needed:
- General practice support
- Communicates with clients as needed to support gathering of data and completion of projects
- Assists with creating and organizing file documentation in support of client engagements
- Assists with presentation materials for internal and external purposes, e.g., webinars, proposals, etc.
- Other duties as required
Requirements
- Education
- Bachelor's degree in Accounting, Finance, Economics or Statistics, required; OR Bachelor’s degree in other focus areas and CPA certification, required
- Advanced degrees, such as a JD or Masters in Tax, preferred
- Experience
- Prior experience related to workforce programs and issues, preferred
- License and Certifications
- Eligible to sit for the CPA exams; progress towards admission to practice in a U.S. jurisdiction; progress towards Internal Revenue Service Enrolled Agent (EA) certification or progress towards the equivalent of one of these designations upon starting employment, preferred
- Software
- Proficient in Microsoft Office Suite, specifically Word, Excel and PowerPoint, preferred
- Other Knowledge, Skills & Abilities
- Strong written and verbal communication skills
- Solid organizational skills especially ability to meet project deadlines with a focus on details
- Ability to follow instructions as directed
- Ability to work effectively in a team setting
- Positive attitude and willingness to learn
- Seeks advice of appropriate superiors regarding issues related to compliance
- Intermediate to advanced skills in PowerPoint and Excel
Pay
- California Range: $85,000 - $120,000
- Colorado Range: $78,000 - $120,000
- Illinois Range: $80,000 - $100,000
- Maryland Range: $85,000 - $100,000
- Massachusetts Range: $85,000 - $120,000
- Minnesota Range: $72,000 - $100,000
- New Jersey Range: $80,000 - $100,000
- Research
- each state range.
We must not include filler like "commensurate with experience". Not present.
We must not include Benefits section.
We must not include Schedule.
We must not repeat job title.
We must not include Job ID etc.
We must not include boilerplate like EEO, navigation, legal, etc. So we cut off after salary ranges and before About Us? Actually after salary ranges there is "About Us". We'll omit that.
Now produce HTML.
Let's craft.
Be careful to escape any special characters like & etc. Not needed.
We'll output:
Requirements
then - for each bullet: Education, Experience, License, Software, Other KSAs. Inside each we can have nested lists for subpoints.
Pay:
- for any list of duties/requirements/benefits. It doesn't forbid nesting. We can have top-level