Tax Associate

About Us:

HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.

About HUB Retirement & Private Wealth (RPW):

We lead our communities with integrity, driven to make things better, both now and in the future. We serve, inspire, and thrive while maintaining an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all.

Job Purpose:

The Tax Associate is an entry- to early-mid-level tax professional who supports the tax services team in preparing returns, organizing client data, and maintaining accurate records. This role is an excellent opportunity for a motivated accounting professional to develop technical tax skills within a collaborative wealth management environment under the guidance of experienced tax leaders.

Key Responsibilities:

• Prepare individual (1040) and straightforward business tax returns under the supervision of a Tax Specialist or Tax Services Manager
• Gather, organize, and verify client tax documents and information in preparation for return filing
• Input client data accurately into tax software and maintain organized electronic and physical client files
• Track and monitor filing deadlines and communicate status updates to supervising staff
• Respond to routine client inquiries under the direction of senior team members
• Assist with administrative tasks during peak filing seasons including extensions, estimated payments, and document requests
• Participate in team meetings and professional development activities
• Support process improvement initiatives by documenting workflows and identifying inefficiencies

Qualifications

• Bachelor's degree in Accounting, Finance, or related field required
• 0-3 years of tax or accounting experience; internship experience in a tax or public accounting setting is a plus
• Familiarity with tax concepts and basic return preparation preferred
• Proficiency in Microsoft Office, particularly Excel; experience with tax software a plus
• Strong attention to detail and commitment to accuracy
• Ability to manage time effectively in a deadline-driven environment
• Collaborative team player with a willingness to learn and grow
• CPA, EA and/or JD candidacy or intent to pursue licensure strongly encouraged

Featured Benefits:

• Medical, Vision, Dental, 401(k) plus match, Company Paid STD, Life Insurance, & parental leave
• Hybrid schedule • Monday-Friday (8am-5pm) • 2 weeks vacation, sick leave, personal days, and floating holidays

Travel:

• No travel required

Department Account Management & Service

Required Experience: 1-2 years of relevant experience

Required Travel: Negligible

Required Education: Bachelor's degree (4-year degree)

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

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