Job Detail

Are you ready to continue your tax career in the exciting world of wealth management and want to join a cool team of tax professionals? You’ve come to the right place! At Aspiriant you’ll join a synergetic team of tax professionals in our Exclusive Family Office providing tax advisory and compliance services to our broad client group. The Tax Services team is experiencing growth and have an immediate need for additional Tax Senior Associates. Fun, collaborative team of professionals, who have years of tax experience, are happy to train and development new team members as each continue his/her rewarding career in the complex world of taxation.

You will-

• Prepare or review an interesting variety of complex returns for wealthy clients and their personal holdings, which includes preparation or review of personal, partnership, corporate, trust, foundation, and gift tax returns, related tax work papers, and financials
• Prepare or review quarterly estimates and projections
• Assist with tax audits and resolving tax notices
• Assist with tax planning and research
• Work with tax managers and directors to plan the engagements to ensure all returns and related tax matters are timely delivered and resolved. This entails interacting with wealth managers, clients, and the client service team to ascertain data needed for tax preparation and planning
• Help train and mentor Tax Associates assigned on the engagement
• Assist with ad hoc projects
• Potential work remotely or partially remotely after one year of service

We want-

• Ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced environment
• Excellent reading, writing, and listening skills
• Team player attitude, willingness to help others, and comfortable working in a team environment
• Good organization skills, attention to details, and reliable
• Strong computer skills, including proficiency in Microsoft Excel and Word
• Minimum 2-4 years of tax preparation experience
• Occasional travel

You have-

• Bachelor’s degree in Accounting
• Master Business Taxation – a plus
• CPA or passing parts of the CPA exam

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.