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.

Throughout our network of more than 600 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients.

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.

Mission Statement :

We are a highly committed, diverse financial services organization serving hundreds of thousands of retirement plan participants, individuals, and institutions across the United States. We provide financial piece of mind and top of class solutions, investments, administration, and service. We are committed to the highest Ethics, Competency, Customer Service, and providing our valued clients with the best and most competent professional team.

We are the perfect fit if you :

Enjoy team collaboration

Thrive in a healthy company culture that recognizes success

Want to learn and grow your current skill set

Are seeking a progressive work environment at a rapidly growing organization

Have a desire to help others protect their future

Have an entrepreneurial spirit and are challenged by the opportunity to grow the business

Are focused on learning and development to enhance your industry knowledge and expertise

Are a self-starter willing to invest time and energy to learn the technical aspects of our business

Believe in integrity and building success by developing relationships with others

Job purpose :

As a tax associate, you will work directly with the tax team and wealth management teams to deliver personal, S-Corporation, partnership, private foundation and gift tax returns and ongoing financial recordkeeping services. The successful tax associate will be detail-oriented, have strong communication skills, thrive in a team environment, and be driven to grow professionally and personally.

Duties and responsibilities :

Prepare tax returns, quarterly and annual income tax projections, estimated tax vouchers, extension forms and all related work papers and financial statements

Maintain client paper files and electronic data files in a well-organized, timely manner; compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees and collection consulting fees

Prepare responsive documents to inquiries from the IRS and other taxing authorities, research supervised technical matters for complex tax needs and updates to regulations

Maintain and update financial records using QuickBooks Online

Manage accounts payable and accounts receivable

Reconcile bank, credit card, and other financial statements

Process payroll and ensure proper tax filings (if applicable)

Generate financial reports for internal and external use

Support client relationships and retention through accurate, timely completion of client deliverables

Uphold procedures with sufficient controls to prevent errors, fraud and misstatements of financial results

Attend and participate in learning opportunities through associate meetings and internal resources made available through compliance, practice management, etc.

Compliance to the Firm's quality control standards

Additional projects, furthering the service of clients, as needed

Work experience :

• 2+ years of related tax preparation experience

Education / Licensing :

Associate's or Bachelor's degree in Accounting, Finance, or related field (preferred)

Proficiency in QuickBooks Online (certification a plus)

Demonstrated experience with payroll systems and sales tax filings is a plus

Knowledge and Skills :

Proficiency in Microsoft Office including Word, Outlook, and Excel

Familiarity with tax software programs

Positive attitude toward client relations to provide exceptional, proactive client service

Ability to manage multiple tasks and maintain the necessary attention to detail

Highly organized with strong analytical skills, creative problem solving and strong research capabilities

Ability to work on a team while maintaining a high level of responsibility and accountability to individual projects and tasks

Able to manage conflicting priorities, deadline-based tasks and simultaneous projects

Clear communicator with strong interpersonal writing & presentation skills

Working Conditions :

Work is generally sedentary in nature but may require standing and walking for up to 10% of the time. The working environment is generally favorable. Lighting and temperature are adequate, and there are no hazardous or unpleasant conditions caused by noise, dust, etc. Work is generally performed within an office environment, with standard office equipment available.

Compensation :

Featured benefits :

Medical insurance, Vision insurance, Dental insurance, 401(k) plus match, Company Paid STD, Life Insurance, & parental leave

Hybrid schedule : 900 S Capital of TX Hwy, Ste. 350, Austin Texas

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Department Accounting & Finance

Required Experience : 2-5 years of relevant experience

Required Travel : No Travel Required

Required Education : Associate degree (2-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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