Tax Planner (associate)

About the role

Are you an established tax-planner looking to join a growing team of like-minded individuals with similar goals and values? Have you made it your mission to serve your clients while learning about the U.S. tax code? If you thrive in a growing, fast-paced, and precision-based environment, you’ll probably love working for us.

At Weston Tax Associates, we focus on transparency and practice a professional approach to our work. We don’t have strict policies, per se – but instead, we operate through a set of guidelines and expect that you act as a business owner inside the business. Life-work balance is a crucial part of our culture – we believe you bring your best to work when you practice self-care. This is expressed in as many ways as we have individuals working for us.

We’re a collection of talented professionals with highly diverse backgrounds. Our team is constantly growing, and we embrace that we are all different – in more ways than one. Maybe this is why we emphasize traveling to gain new experiences so much. We love helping SMB’s grow their businesses. Since 2015, this has been the segment we serve unconditionally. We aim to deliver tailored tax-planning services that fit our client’s needs and curate the best work environment you’ve ever experienced.

Responsibilities

• Build tax plans and advise clients daily
• Convey and explain complex tax strategies to clients, ultimately resulting in sales
• Serve clients with exceptional service

Requirements

• Experience working in the tax field
• EA/CPA designation (or in the process of obtaining one)
• Obsession with understanding the U.S. tax code
• Must live and have appropriate documentation to work in the U.S.

Benefits

• Life-work balance with flexibility expressed in various ways
• Opportunity to travel and gain new experiences
• Work remotely or relocate to Weston, Florida (rated in the top 50 cities in America to live, with some of the best public schools in the south)
• All building blocks provided for your success

Note: You must live and have the appropriate documentation to work in the U.S.