Tax Associate

We are seeking a highly motivated Entry-Level Tax Associate to join our growing Tax team. This is an excellent opportunity for a recent graduate to build a strong foundation in partnership taxation, investment structures, and financial reporting within a dynamic environment.

The Tax Associate will support the firm’s tax compliance, reporting, and planning activities. This role will work closely with the tax director to ensure accurate reporting and compliance with federal, state, and local tax laws.

Key Responsibilities

• Assist with preparation of federal, state, and local tax returns for partnerships, corporations, trusts, and individuals
• Organize and reconcile tax data from financial statements, brokerage accounts, and Schedule K 1s
• Support quarterly estimated tax calculations and tax projections
• Conduct tax research on regulations and technical issues to ensure compliance
• Assist in tax provision calculations and financial statement reporting
• Prepare workpapers and documentation to support tax filings and audits
• Maintain and update client or entity tax records and files
• Collaborate with portfolio managers, accountants, and external advisors to gather required information
• Stay current on changes in tax laws and regulations to ensure accurate application

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field required
• 02 years of relevant experience (internship experience in tax or accounting preferred)
• Basic understanding of federal and state tax concepts and accounting principles
• Proficiency in Microsoft Excel; experience with tax software is a plus
• Progress toward CPA or intention to pursue CPA certification preferred

Key Skills

• Strong analytical and problemsolving abilities
• High attention to detail and accuracy in financial data
• Ability to manage multiple deadlines and prioritize tasks effectively
• Strong written and verbal communication skills
• Teamoriented mindset with the ability to collaborate across departments

What You’ll Gain

• Handson experience with tax compliance, reporting, and planning
• Mentorship from experienced tax professional
• Career growth opportunities within tax, accounting, and investment operations

Compensation and Benefits

• Competitive base salary
• Health, dental, and vision insurance
• 401(k) with company match
• Paid time off
• CPA support (study materials, exam reimbursement, etc.)

About Harbour Trust & Investment Management Company

The foundation of Harbour Trust is relationships. Over 25 years after its inception, our clients continue to be the focal point of our business. We help them achieve their financial goals by building strong and trusting individual partnerships. As an independent Trust Company, Harbour Trust has enjoyed years of financial stability due to strong senior leadership. Our dedicated and experienced financial professionals combine their financial acuity, experience, and deep-seated sense of responsibility to manage each client's assets. Harbour Trust adheres to the most strenuous regulatory standards ensuring that our clients can rest assured that their assets are in good hands.