About HUB International
HUB is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.
Job Overview:
As a senior tax associate, you will work directly with the tax team and wealth management teams to deliver personal, S-Corporation, partnership, private foundation and gift tax returns. The successful senior tax associate will be a tax enthusiast, thoughtful listener, have a strong team mentality, and be driven to grow professionally and personally.
Responsibilities
Build and maintain client relationships aimed at client retention; support clients as it relates to planning, projects and compliance requirementsPrepare tax returns, quarterly and annual income tax projections, estimated tax vouchers, extension forms and all related work papers and financial statementsMaintain client paper files and electronic data files in a timely manner; compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees and collection consulting feesReview activities within the job scope for sufficient controls to prevent errors, fraud and misstatements of financial resultsAttend and participate in learning opportunities through client meetings, associate meetings and internal resources made available through compliance, practice management, etc.Respond to inquiries from the IRS and other taxing authorities, research supervised technical matters for complex tax needs and updates to regulationsPresent complete, timely and accurate client deliverablesCompliance to the Firm’s quality control standardsAdditional projects, furthering the service of clients, as neededQualifications
Bachelor’s degree, Accounting or Finance3+ years of related experience skills and knowledgeProficiency in Microsoft Office including Word, Outlook, and ExcelFamiliarity with tax software programsPositive attitude toward client relations to provide exceptional, proactive client serviceDemonstrated ability to manage multiple tasks and maintain the necessary attention to detailHighly organized with strong analytical skills, creative problem solving and strong research capabilitiesAbility to work on a team while maintaining a high level of responsibility and accountability to individual projects and tasksAble to manage conflicting priorities, deadline-based tasks and simultaneous projectsClear communicator with strong interpersonal writing & presentation skills#LI-KP1
Department Accounting & FinanceRequired Experience: 2-5 years of relevant experienceRequired Travel: No Travel RequiredRequired Education: Bachelor's degree (4-year degree)HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .
EEOAA Policy
E-Verify Program
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at (844) 300-9193 or USRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.