Tax Associate - Saint Louis, United States - BUCKINGHAM STRATEGIC WEALTH LLC

Description

Job Description

The Tax Associate position is an exciting opportunity to help drive and shape the tax preparation and filing service offering at Buckingham. This team member will work with Buckingham Integrated Tax Solutions team to assist in the implementation and growth of the tax preparation service for clients that is integrated with the firm's wealth management client experience. The tax associate will help with filing tax returns in a timely, accurately and secure manner for a wide variety of clients and collaborate closely with Buckingham's advisory teams to assist in forward-looking planning opportunities.

We are open to local St. Louis candidates offering a hybrid working schedule, Monday-Friday 8:30am-5:00pm.

Essential Job Duties and Responsibilities:

• Analyze, review and compile tax return data
• Prepare federal, state and local income tax returns for individuals and businesses
• Prepare extensions and assist with tax notices as needed
• Prepare quarterly tax estimates and assist with tax projections
• Gain technical knowledge by researching and learning tax laws as required
• Analyze client information and offer recommendations for reducing client tax liabilities
• Communicate effectively with advisors and their clients in a timely and professional manner
• General accounting for client business' to be used in preparing income tax returns, including preparation of trial balances and related adjusting journal entries
• Operate in a fully compliant manner to protect clients' and the firm's information

Basic Qualifications:

• Bachelor's degree or higher in Accounting required
• EA, CPA or CPA candidate, preferred
• 0+ years' experience in a related position
• Strong problem solving, communication and organizational skills
• Ability to manage multiple projects and meet deadlines
• Excellent analytical and time management skills
• Ability to work individually and in a team atmosphere
• The willingness and ability to work additional hours, as needed, during busy season

Buckingham's Compensation and Benefits

This is a salaried position with an opportunity for an annual bonus and long-term incentives as well as a competitive benefits package and potential to purchase firm equity. Buckingham pays up to 100% of an associate's medical and dental insurance premiums, life, long-term disability and accidental death insurance policies. We offer 12 weeks paid maternity, paternity and medical leave, empowered Paid Time Off to take as many PTO days as needed, profit sharing retirement plan, 401(k) plan, deductible reimbursement, tuition reimbursement, matching gifts and more.

Who is Buckingham Wealth Partners?

Founded in 1994, Buckingham Wealth Partners is comprised of Buckingham Strategic Wealth and Buckingham Strategic Partners. For investors, we offer Buckingham Strategic Wealth, a Registered Investment Advisor (RIA) firm with a nationwide presence that delivers wealth solutions through comprehensive, values-based financial planning and an investment approach built on evidence and facts. For advisors, we offer Buckingham Strategic Partners, a comprehensive wealth management platform that delivers practice support and management services engineered to free up an advisor's workday so they can spend more time helping clients achieve their dreams of financial prosperity.

Buckingham employs more than 600 associates in over 50 office locations nationwide.

Buckingham Wealth Partners is an Equal Opportunity Employer. We believe that diversity, equity and inclusion among our associates is critical to our core 'Passion To Do Right' and our collective success. All employment related decisions are based on ability, performance, and organizational needs without regard to age, citizenship, color, physical or mental disability, marital status, national origin, race, religion, sex, sexual orientation, gender identity, military or veteran's status, genetic information or any class protected by applicable law or ordinance.

Buckingham's Awards & Accolades

• Top Workplace in St. Louis, St. Louis Post Dispatch, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016
• Top RIA Firms, Barron's, 2023, 2022, 2021, 2020, 2019, 2018, 2017
• Top RIA Firms, Forbes, 2022
• Top 25 RIA, Financial Advisor Magazine, 2023, 2022, 2021, 2020, 2019, 2018, 2017
• Top 50 Fastest-Growing Firms, Financial Advisor Magazine, 2020, 2019
• Top Registered Investment Advisers, Financial Times, 2020, 2019
• Top Grower in Missouri in 2022, Citywire RIA
• No. 6 on RIA Channel's 2021 Top 100 Wealth Managers List