Associate - Tax Services

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 www.aspiriant.com, 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.

www.aspiriant.com

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.