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 requirements

• Prepare tax returns, quarterly and annual income tax projections, estimated tax vouchers, extension forms and all related work papers and financial statements

• Maintain 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 fees

• Review activities within the job scope for sufficient controls to prevent errors, fraud and misstatements of financial results

• Attend 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 regulations

• Present complete, timely and accurate client deliverables

• Compliance to the Firm’s quality control standards

• Additional projects, furthering the service of clients, as needed

Qualifications

• Bachelor’s degree, Accounting or Finance

• 3+ years of related experience skills and knowledge

• Proficiency in Microsoft Office including Word, Outlook, and Excel

• Familiarity with tax software programs

• Positive attitude toward client relations to provide exceptional, proactive client service

• Demonstrated ability to manage multiple tasks and maintain the necessary attention to detail

• Highly organized with strong analytical skills, creative problem solving and strong research capabilities

• Ability to work on a team while maintaining a high level of responsibility and accountability to individual projects and tasks

• Able to manage conflicting priorities, deadline-based tasks and simultaneous projects

• Clear communicator with strong interpersonal writing & presentation skills

Department Accounting & Finance

Required Experience: 2-5 years of relevant experience

Required Travel: No Travel Required

Required 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 (https://hubinternational.jobs/eeo/)

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