Job Openings at Chicory Wealth

Check back often to learn about openings at our company

Tax Associate

Full-time, remote

Chicory Wealth is seeking a Tax Associate to join our fully remote team. As part of our tax practice, you will provide tax preparation services to the firm’s financial planning and wealth management clients. In addition, outside of tax season, you will support our advisors by constructing comprehensive tax planning analyses for our clients. A well-qualified candidate will have experience in the personal finance space and will be well versed in understanding the close correlation between financial planning and taxes.

Responsibilities:

  • Prepare and review federal and state income tax returns for individuals, trusts/estates, and small businesses
  • Identify and recommend tax planning opportunities (ex: Roth IRA conversions, donor-advised fund contributions, etc.)
  • Research technical issues and be well-informed on new tax legislation to ensure federal and state tax compliance
  • Correspond with the IRS and state taxing agencies on behalf of clients, both verbally and in writing, to ensure timely and amicable tax dispute resolution
  • Meet with clients virtually to consult on complex taxable transactions, as needed
  • Strengthen our client relationships by demonstrating extensive tax competencies
  • Demonstrate ability to connect with clients in a meaningful way with a high degree of personal touch

Qualifications:

  • Active Enrolled Agent (EA) license or CPA certification
  • Experience with Intuit ProConnect tax preparation software (Preferred)
  • Experience with eMoney, Salesforce, Wealthscape, Microsoft Office and Adobe PDF (Preferred)
  • Bachelor’s Degree in finance, accounting, business, or other related field
  • Exceptional writing and verbal communication skills
  • Strong analytical and problem-solving skills
  • Ability to prioritize and multi-task in a fast-paced environment
  • Extremely detail and deadline-oriented
  • Friendly, caring, empathetic and professional

Why You’ll Love Working Here:

  • 100% remote work
  • Competitive salary, negotiable based on experience
  • Generous benefits package including 401(k) profit sharing plan with immediate vesting, annual employer HSA contribution to cover medical plan deductible, reimbursement of approved professional development expenses, etc.
  • A small, passionate team of employees dedicated to helping their clients “integrate money and meaning”

To apply for this job, send a cover letter and your resume to [email protected].

Who We Are

Want to learn more about the Chicory Wealth Team?

What We Do

Want to learn more about what we do at Chicory Wealth?

Let us help you realize your financial goals and your vision for a better world.