8 Tax Associate Jobs in Newark, DE
Diamond State Financial Group is Hiring a Tax Associate Near Newark, DE
A Tax Associate is responsible for developing new clients and servicing the existing clients of Diamond State Financial Group.
Why become a Tax Associate?
The position offers the opportunity for an Associate to develop, implement and monitor a client’s individual tax return. A Tax Associate success is based on his or her ability to serve our current clients while adding new clients on own and from the DSFG Advisors.
Characteristics of a Tax Associate Candidate
- Bachelor of Accounting Degree
- Detail & Task Oriented
- Demonstrate success working in a team environment
- Self-Starter and quick to learn
- Filed taxes for 3 years
- CPA or Enrolled IRS Agent that is willing to sit for CPA Exam.
Key Responsibilities
- Prepare Individual Tax Returns
- Build a client base on own as well as from DSFG Clients
- Daily meeting with Advisors to help serve their clients
- Weekly meetings with FPRC to help serve as a resource to their clients
- Monthly meetings with Management
Compensation & Benefits
- Salary Bonus Program
- Health, Vision, Dental, Life, Disability Insurance, 401k / Profit Sharing Program
*Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity
Job Summary
Full Time
Business Services
$76k-93k (estimate)
09/01/2024
09/28/2024
dsfg.com
NEWARK, DE
50 - 100
1989
RAYMOND F BREE
$10M - $50M
Business Services
Related Companies
About Diamond State Financial Group
Diamond State Financial Group is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. We offer a wide range of quality financial products and the advice and services from a team of experienced financial professionals. Diamond State Financial Group is firmly committed to providing you with: Expertise: A team of knowledgeable professionals and support staff work together to maximize the resources required to provide you with strategies to help you work towards your financial needs. Comprehensive strategies and quality products: We us...e a comprehensive, one-on-one process to analyze your unique situation and offer products of lasting value to provide you with long-term strategies to your needs. Quality service: Service that excels is our trademark. We provide consistent, responsive service thats underscored by the dedication of our staff and our commitment to provide strategies that reflect the interests of our clients. Certain individuals associated with Diamond State Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. (Securian), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRAs BrokerCheck. For information about which individuals associated with Diamond State Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securians behalf, please contact Securian at 1-800-820-4205. Diamond State Financial Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.
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The job skills required for Tax Associate include Tax Return, CPA, Accounting, etc. Having related job skills and expertise will give you an advantage when applying to be a Tax Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Tax Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Tax Associate positions, which can be used as a reference in future career path planning. As a Tax Associate, it can be promoted into senior positions as a Tax Research Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Tax Associate. You can explore the career advancement for a Tax Associate below and select your interested title to get hiring information.
If you are interested in becoming a Tax Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Tax Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Tax Associate job description and responsibilities
Tax associates review all relevant tax related documents to make sure they align with the tax laws and regulations, and ensure they maintain the most accurate view of a client's financial situation.
03/18/2022: Cedar Rapids, IA
After preparing tax documents, tax associates file returns on behalf of their clients, and then prepare presentations and reports to reflect their work.
02/17/2022: Biloxi, MS
At some firms, tax associates are responsible for recruiting new clients or selling additional services to existing client.
02/14/2022: Fort Lauderdale, FL
Not only do tax associates work with their clients to prepare tax return documents, they help clients organize their personal financial records.
02/14/2022: Richmond, VA
Tax associates also support the analysis of financial transactions and account statements, resolving billing discrepancies, and performing account reconciliations.
02/08/2022: Lubbock, TX
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Tax Associate jobs
Customers do not always understand or agree with tax law, so tax associates must politely educate tax filers without becoming argumentative.
02/09/2022: Richland, WA
A good tax associate has to be willing to learn continuously because tax regulations change yearly.
02/03/2022: Lincoln, NE
Tax associates offer effective plans for their clients to follow throughout the year to keep them on track to meet their financial goals, and protect them from having to pay more than they can afford by the tax deadline.
12/26/2021: Nashville, TN
A well paid tax associate sometimes advises clients on business strategies to minimize tax liability.
12/28/2021: Duluth, MN
Being a tax associates has a great job security because taxes won’t disappear or become any easier.
01/23/2022: Omaha, NE
Step 3: View the best colleges and universities for Tax Associate.
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