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    Associate - Tax Services - San Francisco, United States - Aspiriant

    Aspiriant
    Aspiriant San Francisco, United States

    5 days ago

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    Description
    Job Description

    Job Description


    Are you passionate about tax but ready for something different with an exciting career in wealth management? You have come to the right place We are looking to add new members to our cool tax services team.

    At Aspiriant you will join a synergetic team of tax specialists in our Exclusive Family Office providing tax advisory and compliance services to our high-net-worth clients.

    The Tax Services team is experiencing growth and several new Tax Associate positions have just been created. Fun, cooperative team, who have years of tax experience, are happy to train new team members.

    You will-Prepare personal, partnership, corporate, trust, foundation, and gift tax returns, including quarterly estimates and projections
    Assist with tax audits and resolving tax notices
    Assist with tax planning and research
    Work with wealth managers and clients to ascertain, track, and preserve data needed for tax preparation and planning
    Review and prepare work papers, including tax financials as needed, for tax compliance
    Assist with ad hoc projects

    We want-Ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced environment
    Excellent reading, writing, and listening skills
    Partnership attitude and comfortable working in a team environment
    Good organization skills and attention to details
    Strong computer skills, including proficiency in Microsoft Excel and Word
    Tax preparation experience – a plus

    You have-Bachelor's degree in accounting
    Master Business Taxation – a plus
    CPA or passing parts of the CPA exam – a plus

    We offer-Collaborative fun environment
    401(k) with company match
    Individual and cash profit sharing bonuses
    Competitive company contribution to medical benefits
    Flexible work arrangements
    Continuing Education Assistance Program

    We are-ASPIRIANT IS A leading independent wealth management firm.

    We recognize, respect

    and value


    the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives.


    Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success.

    Aspiriant is committed to diversity, and as an equal opportunity employer, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information or any other factor that is not related to the position.

    To Apply
    Go to , select 'careers' link in the footer, and search for open positions. From there attach a cover letter and resume for consideration. We look forward to hearing from you

    Aspiriant is an Equal Opportunity Employer and follows the guidelines for any applicable Fair Chance Ordinances.


    Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions.

    There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.

    #J-18808-Ljbffr
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