Honeycutt Financial Solutions LLC · 16 hours ago
Tax Planning Associate
United States
Full-time
Remote
New Grad, Entry Level
$50K/yr - $75K/yr
0+ years expHoneycutt Financial Solutions LLC is a boutique tax advisory and business consulting firm serving individuals, start-ups, and middle-market businesses. The Tax Planning Associate role is designed for early-career professionals to build specialized skills in tax planning, forecasting, and structuring while directly supporting the founder in delivering high-quality advisory services.
Accounting
Hiring Manager
Hampton Honeycutt, CPA, CEPA
Responsibilities
Build and update tax forecasts (individual + business) using client financials, projections, and tax assumptions
Organize and summarize financial data: P&L, balance sheet, cash flow, K-1s, W-2s, 1099s, depreciation schedules, etc
Draft clear internal summaries: “Here’s what changed, here’s what it means, here are the next actions”
Handle various client requests/ tasks as they're delegated to you
Manage client correspondence and information requests with a “close-the-loop” operating style
Maintain clean trackers for deliverables, missing items, deadlines, and follow-ups
Help ensure the firm hits deadlines with “absolute precision” by keeping workflows tight and proactive
Support implementation of planning strategies (taught on the job) such as entity optimization, credits, and timing-based planning
Document steps, requirements, and status so strategies don’t die in execution
Monitor progress and flag issues early (“no surprises” culture)
You’ll work inside a modern workflow stack, including: UltraTax CS (tax preparation), Maus (exit planning), Fathom (forecasting / performance analysis), Corvee (tax planning aid/ proposal tool), Monday.com (CRM + project workflow), Calendly (scheduling), Excel / Microsoft Office (required)
You run organized client workflows: intake → request list → follow-ups → workpapers → status updates
You begin to understand the requirements and flow of information needed to service clients
You write clean, professional emails and keep trackers accurate without constant reminders
You produce reliable drafts of updated tax forecast inputs and summaries for founder review
You have at-least a basic understanding of the software leveraged in the firm
You can explain the “why” behind numbers and identify missing information quickly
You own meaningful portions of delivery (requests, tracking, documentation, forecast updates)
You proactively flag risks/opportunities and keep multiple client projects moving at once
Qualification
Required
Bachelor's degree in accounting, finance, or closely related field
Strong fundamentals in accounting and finance (you understand how financial statements connect)
Basic understanding of individual and business tax concepts (we will teach advanced strategy)
Strong Excel skills (filters, pivots, lookups, clean formatting)
Ability to manage multiple deadlines with structure and professionalism
Reliable remote work setup (internet, workstation, quiet environment)
Preferred
0–3 years in public accounting, tax, audit, or relevant finance role
CPA candidate (in progress) or intent to pursue CPA
Familiarity with UltraTax CS, Monday.com, or forecasting tools (helpful, not required)
Company
Honeycutt Financial Solutions LLC
As a seasoned tax strategist and financial consultant boasting over 12 years of hands-on expertise, I've honed a reputation for guiding businesses of every scale towards resounding success.
Founded in 2024Birmingham, AL, US
0-1 employeesFunding
Current Stage
Early StageCompany data provided by crunchbase