Tax AssociateThe Bahnsen Group

The Bahnsen Group (TBG) is looking for a Tax Associate to join their Tax Department in their Austin, TX office. The role is a full-time, in-office position. The Tax Associate will work with experienced CPAs and have ample opportunity to grow into a Senior Associate within the Tax Department.

• Collect data from clients for tax projections and tax preparation purposes
• Submit tax filings and file extensions by deadlines
• Perform data entry & analysis for tax returns and tax projections
• Independently complete less complex tax returns with approval from Senior Tax Consultants
• Collaborate with Senior Tax Consultants to facilitate data entry and identify opportunities on intricate individual and business tax returns Research federal and state income tax issues and prepare written responses to client questions with support from Senior Tax Consultants

• Bachelor’s degree in finance, tax, accounting, or economics
• 1-4 years of tax season experience in an established accounting firm
• Experience with tax preparation software
• Detail oriented
• Strong work ethic

The Bahnsen Group is a private wealth management firm with offices in seven locations around the country (Newport Beach, CA; New York City; Nashville, TN; Minneapolis, MN; Bend, OR; Austin, TX, and West Palm Beach, FL) and 65 employees. The firm manages over $5.5 billion of client capital and is widely recognized as one of the leading firms in the industry, consistently ranked as a top advisor by Barron’s, Forbes, and the Financial Times. The company was founded in 2015 as a defection out of Morgan Stanley, where company founder, David Bahnsen, was a leading advisor and Managing Director. Since that inception, the company has grown at over +25% per year for eight years running and added a Tax Services department, Risk Department, a comprehensive Family Office offering, and a fully professionalized platform delivering best-in-class client experience. The company is consistently ranked as one of the top companies to work for in Orange County, California, and has created an exceptional culture for its employees to participate in the fulfillment of its success.