Tax Associate Overview • Serve as a Tax Associate within a dynamic investment advisory firm, contributing to compliance and strategic tax planning. • Collaborate with cross-functional teams to optimize tax strategies and ensure regulatory adherence. • Engage in impactful projects that enhance organizational tax efficiency and financial outcomes. • Assist in preparing and reviewing tax filings, ensuring accuracy and compliance with evolving regulations. • Support audits by providing detailed documentation and strategic insights to address inquiries effectively. • Stay informed on changes in tax laws to refine compliance and planning strategies. • Contribute to the development of tax policies aligning with industry standards and organizational goals. • Enjoy a hybrid work environment with only two days onsite weekly. Tax Associate Key Responsibilities & Duties • Prepare and review corporate tax returns, ensuring compliance and accuracy in reporting. • Conduct research on complex tax issues, delivering actionable recommendations to support decision-making. • Coordinate tax audits, managing documentation and responses to inquiries professionally. • Collaborate with internal teams to address tax-related inquiries and provide expert guidance. • Monitor changes in tax regulations to ensure organizational readiness and compliance. • Implement tax-efficient strategies to optimize financial outcomes and mitigate risks. • Maintain detailed records of tax activities, ensuring transparency and accountability. • Participate in cross-functional initiatives to improve tax processes and drive success. Tax Associate Job Requirements • Bachelor's degree in Accounting, Finance, or a related field is required. • Minimum of 2 years of corporate tax experience, with a preference for 5 years. • Proficiency in corporate tax regulations, compliance requirements, and tax software tools. • Strong analytical and problem-solving skills to address complex tax scenarios effectively. • Excellent communication and interpersonal skills for cross-department collaboration. • Ability to thrive in a hybrid work environment with remote and onsite responsibilities. • Preferred experience within a Big 4 or national firm environment. • Commitment to continuous learning and professional development in tax operations.