The Wealth Nook · 3 days ago
Tax Associate
Orlando, FL
Contract
Hybrid
New Grad, Entry LevelThe Wealth Nook is a boutique tax and accounting firm that cares deeply about the people behind the numbers and the role tax plays in long-term wealth building. They are seeking a Tax Associate to support the preparation, review, and execution of tax strategies for various clients, ensuring compliance and identifying opportunities for financial efficiency and growth.
Accounting
Responsibilities
Prepare and review individual and business tax returns
Support tax planning and research to identify savings opportunities
Ensure compliance with federal, state, and local tax regulations
Monitor changes in tax laws and advise internal teams accordingly
Collaborate with clients and team members to deliver accurate, timely filings
Bring and develop a personal book of business
Qualification
Required
Solid knowledge of tax prep & compliance
Sharp attention to detail
A proactive, team‑first mindset
Experience with tax prep software and a solid understanding of tax regulations and core accounting principles
Proficiency in Finance, including financial analysis as it relates to tax needs
Excellent attention to detail and strong analytical skills
Confident, professional in‑person presence with strong social skills and the ability to represent the firm well
High level of integrity, discretion, and commitment to firm and client confidentiality and ongoing learning
Bachelor's degree in Accounting, Finance, or a related field
Strong written and verbal communication skills, with the ability to explain tax concepts clearly to clients
Preferred
Certified Public Accountant (CPA) or Enrolled Agent (EA) certification is a plus
Company
The Wealth Nook
Ready to partner with small business owners to make financial management clear, approachable, and aligned with their goals.
Founded in 2023
0-1 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase