Tax Associate

• Prepare individual (1040) and straightforward business tax returns under the supervision of a Tax Specialist or Tax Services Manager

• Gather, organize, and verify client tax documents and information in preparation for return filing

• Input client data accurately into tax software and maintain organized electronic and physical client files

• Track and monitor filing deadlines and communicate status updates to supervising staff

• Respond to routine client inquiries under the direction of senior team members

• Assist with administrative tasks during peak filing seasons including extensions, estimated payments, and document requests

• Participate in team meetings and professional development activities

• Support process improvement initiatives by documenting workflows and identifying inefficiencies

Qualifications

• Bachelor's degree in Accounting, Finance, or related field required

• 0–3 years of tax or accounting experience; internship experience in a tax or public accounting setting is a plus

• Familiarity with tax concepts and basic return preparation preferred

• Proficiency in Microsoft Office, particularly Excel; experience with tax software a plus

• Strong attention to detail and commitment to accuracy

• Ability to manage time effectively in a deadline-driven environment

• Collaborative team player with a willingness to learn and grow

•     CPA, EA and/or JD candidacy or intent to pursue licensure strongly encouraged

• Medical, Vision, Dental, 401(k) plus match, Company Paid STD, Life Insurance, & parental leave

• Hybrid schedule • Monday–Friday (8am–5pm) • 2 weeks vacation, sick leave, personal days, and floating holidays

• No travel required

Equal Employment Opportunity: HUB International Limited is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.

Reasonable Accommodations: HUB International Limited is committed to providing reasonable accommodations to qualified individuals with disabilities throughout the application and hiring process. If you need a reasonable accommodation to access our career site, complete an application, or participate in any part of the hiring process, please contact the Recruiting Team at [email protected]. This contact information is for accommodation requests only and should not be used to inquire about the status of an application.

E-Verify: HUB International Limited participates in E-Verify. Please refer to Our Recruiting Process | Applicant Notices: E-Verify Program for additional information.