Cassaday & Company

POSITION SUMMARY 

The Tax Associate will support the continued growth of the firm’s tax advisory services by assisting with tax research, estimated tax calculations, and coordination across internal teams. Working closely with the Director of Tax, this individual will help expand the department’s capacity to deliver accurate, timely, and proactive tax planning services as part of the firm’s integrated wealth management approach. 

This is an exciting opportunity for an emerging tax professional to gain hands-on experience, develop their analytical skills, and learn directly from an experienced tax expert. As the department enters a new phase of growth, the Tax Associate will have the opportunity to take on increasingly complex analytical and tax planning responsibilities while contributing to the evolution of the firm’s tax advisory services. With meaningful mentorship and room for professional advancement, this role offers a unique opportunity to build a long-term career in tax planning and advisory. 

RESPONSIBILITIES 

Tax Planning & Analysis 

• Assist with tax projections and planning strategies, including Roth conversions, qualified charitable distributions (QCDs), donor-advised funds (DAFs), tax withholding, retirement income planning, and Medicare IRMAA considerations. 

Tax Return Review 

• Review client tax returns to identify potential tax planning opportunities 

Client Meeting Support 

• Prepare client meeting materials including prior-year tax summaries and  projection exhibits 

• Take notes during client meetings and track post-meeting action items for completion 

Tax Research 

• Research tax laws, regulations, and planning strategies to support client recommendations.  

• Draft internal responses to tax-related questions and document supporting sources for review 

Administrative Support 

• Assist with document formatting, PDF conversion, email drafts, template maintenance, and internal knowledge-base updates. 

• Track open tax requests and maintain status dashboards in CRM, to ensure timely completion of deliverables. 

REQUIREMENTS 

Certifications: 

• CPA eligibility 

• Enrolled Agent credential, or progress toward a tax credential preferred. 

Education: 

• Bachelor’s degree in accounting, finance, taxation, or related field 

Experience: 

• 1–3 years of tax, public accounting, wealth management, or financial planning experience preferred 

• Working knowledge of individual income tax returns and common planning concepts 

• Strong Excel skills and ability to work with projections and client data 

• Strong writing skills for client-ready and advisor-facing summaries 

• Detail-oriented, organized, and able to manage multiple open requests