Proven Recruiting · 2 days ago
Tax Associate (Non-Billable Hours) - East Coast!
United States
Full-time
Remote
Entry Level
$60K/yr - $75K/yr
1+ years expProven Recruiting is a wealth management firm seeking a Tax Associate to join their nationally recognized tax team. The role involves preparing tax returns and projections for high-net-worth individuals and businesses, while ensuring exceptional client service and staying updated on tax laws.
Human ResourcesInformation TechnologyRecruitingStaffing Agency
Responsibilities
Prepare tax returns for high-net-worth individuals, trusts, and businesses, and create quarterly estimates and projections
Respond accurately and timely to tax questions, estimates, projections, and analyses for tax and wealth management clients
Coordinate with tax support staff to ensure efficient workflow, data integrity, and assist with notices or correspondence
Stay up to date on tax laws and changes
Qualification
Required
Bachelor's degree in Accounting or related field, with 1–3+ years in public accounting
CPA or EA obtained or in progress, a plus
Experience with tax systems a plus
Highly organized, detail-oriented, and strong communicator
Benefits
Support for pursuing CPA/EA and expanding technical skills
Predictable hours with non-billable structure (50–55 busy season; 40–45 off-season)
Collaborative, supportive environment focused on quality and development
Company
Proven Recruiting
Proven Recruiting is a recruiting firm that connects people with careers in technology, finance, accounting, and life sciences.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$1.08M2012-05-08Series A· $0.05M
2011-02-08Seed· $1.03M
Leadership Team
L
Louis Song
Co-Founder & Co-CEO
I
Ingram Losner
Co-Founder
Recent News
2025-04-12
Company data provided by crunchbase