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Entry Level Tax Planning Jobs (NOW HIRING)

Tax Associate

Scottsdale, AZ · On-site

$70K/yr

... planning through Trajan Estate, and tax strategy through Trajan Tax. We don't refer out critical ... This role serves as an important stepping stone between an entry-level tax professional and a ...

New

Entry Level Tax Associate

Abilene, TX · On-site

$56K - $75K/yr

We are looking for full-time Entry Level Tax Associates in our Abilene, Texas office. Who We Are ... planning, client interaction and performing special tax projects. * Gather relevant tax-related ...

Tax Associate

Scottsdale, AZ · On-site

$70K/yr

... planning through Trajan Estate, and tax strategy through Trajan Tax.We don't refer out critical ... This role serves as an important stepping stone between an entry-level tax professional and a ...

New

Entry Level Tax Associate

Abilene, TX · On-site

$56K - $75K/yr

We are looking for full-time Entry Level Tax Associates in our Abilene, Texas office. Who We Are ... planning, client interaction and performing special tax projects. * Gather relevant tax-related ...

Entry Level Tax Associate

Elkhorn, NE · On-site

$55K - $74K/yr

We are looking for full-time, hybrid, Entry Level Tax Associates in our Omaha, NE office for the ... planning, client interaction and performing special tax projects. * Gather relevant tax-related ...

Entry Level Tax Associate

Omaha, NE · On-site

$53K - $70K/yr

We are looking for full-time, hybrid, Entry Level Tax Associates in our Omaha, NE office for the ... planning, client interaction and performing special tax projects. * Gather relevant tax-related ...

Entry Level Tax Associate

Abilene, TX

$56K - $75K/yr

We are looking for full-time Entry Level Tax Associates in our Abilene, Texas office. Who We Are ... planning, client interaction and performing special tax projects. * Gather relevant tax-related ...

Entry Level Tax Associate (Utah)

Orem, UT · On-site

$50K - $67K/yr

We are looking for full-time, in person Entry Level Tax Associates in our Salt Lake City, Lehi ... planning, client interaction and performing special tax projects. * Gather relevant tax-related ...

Entry Level Tax Associate

Abilene, TX

$56K - $75K/yr

We are looking for full-time Entry Level Tax Associates in our Abilene, Texas office. Who We Are ... planning, client interaction and performing special tax projects. * Gather relevant tax-related ...

Entry Level Tax Associate

Omaha, NE

$53K - $70K/yr

We are looking for full-time, hybrid, Entry Level Tax Associates in our Omaha, NE office for the ... planning, client interaction and performing special tax projects. * Gather relevant tax-related ...

Entry Level Tax Associate

Omaha, NE · On-site

$53K - $70K/yr

We are looking for full-time, hybrid, Entry Level Tax Associates in our Omaha, NE office for the ... planning, client interaction and performing special tax projects. * Gather relevant tax-related ...

Entry Level Tax Associate (Utah)

Ogden, UT · On-site

$57K - $76K/yr

We are looking for full-time, in person Entry Level Tax Associates in our Salt Lake City, Lehi ... planning, client interaction and performing special tax projects. * Gather relevant tax-related ...

Entry Level Tax Associate (Utah)

Lehi, UT · On-site

$54K - $73K/yr

We are looking for full-time, in person Entry Level Tax Associates in our Salt Lake City, Lehi ... planning, client interaction and performing special tax projects. * Gather relevant tax-related ...

Entry Level Tax Associate (Reno, NV)

Reno, NV · On-site

$58K - $77K/yr

We are looking for full-time, in person Entry Level Tax Associates in our Reno, NV officefor the ... planning, client interaction and performing special tax projects. * Gather relevant tax-related ...

Entry Level Tax Associate (Reno, NV)

Reno, NV · On-site

$58K - $77K/yr

We are looking for full-time, in person Entry Level Tax Associates in our Reno, NV office for the ... planning, client interaction and performing special tax projects. * Gather relevant tax-related ...

Showing results 21-40

Entry Level Tax Planning information

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How much do entry level tax planning jobs pay per hour?

As of Aug 20, 2026, the average hourly pay for entry level tax planning in the United States is $24.97, according to ZipRecruiter salary data. Most workers in this role earn between $17.07 and $25.72 per hour, depending on experience, location, and employer.

What is an entry level tax planning job?

Entry level tax planning jobs are positions designed for individuals who are new to the field of tax planning, often recent graduates or those with limited professional experience. These roles typically involve assisting with preparing tax returns, researching tax laws, gathering financial data, and supporting senior tax professionals. Entry level tax planners may work for accounting firms, corporations, or government agencies, and they help clients minimize tax liabilities while ensuring compliance with tax regulations. Strong analytical skills, attention to detail, and a basic understanding of accounting principles are important for success in these roles.

What are the key skills and qualifications needed to thrive as an entry level tax planning professional?

To thrive as an Entry Level Tax Planning professional, you need a background in accounting or finance, attention to detail, and a basic understanding of tax regulations, often supported by a relevant degree. Familiarity with tax preparation software such as Intuit ProConnect or Drake Tax, and proficiency in Microsoft Excel, are typically expected. Strong analytical thinking, time management, and clear communication skills help you interpret tax laws and effectively assist clients or senior staff. These skills ensure accurate tax filings, compliance with regulations, and the ability to provide valuable support in a deadline-driven environment.

What are some common challenges faced by professionals in entry level tax planning roles, and how can they overcome them?

Entry-level tax planning professionals often encounter challenges such as understanding complex and frequently changing tax regulations, managing tight deadlines during tax season, and effectively communicating technical information to clients or senior team members. Overcoming these challenges involves staying updated with tax law changes through ongoing education, developing strong organizational skills to handle multiple tasks efficiently, and seeking mentorship or feedback from experienced colleagues. Building a solid foundation in tax software and developing attention to detail will also help new professionals thrive in this dynamic environment.

What cities are hiring for Entry Level Tax Planning jobs?

Cities with the most Entry Level Tax Planning job openings:

What are the most commonly searched types of Tax Planning jobs?

The most popular types of Tax Planning jobs are:

What states have the most Entry Level Tax Planning jobs?

States with the most job openings for Entry Level Tax Planning jobs include:

Tax Associate

Trajan Wealth LLC

Scottsdale, AZ • On-site

$70K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 3 days ago

New


Job description

About Trajan Wealth
With over $3 billion in assets under management and advisement, Trajan® Wealth is one of the fastest-growing Registered Investment Advisor firms in the country.
What sets us apart is our fully integrated, in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax.
We don't refer out critical components of a client's financial life. We bring them together under one fiduciary standard - the Family Office.
Role Overview
Trajan Tax is growing, and we are seeking a motivated and detail-oriented Tax Associate to join our Scottsdale, AZ office. This role serves as an important stepping stone between an entry-level tax professional and a senior Tax CPA. The Tax Associate will support tax preparation, accounting, research, and client service activities while continuing to develop technical expertise and professional skills.
This position is ideal for an accounting professional who is actively pursuing CPA licensure, recently CPA eligible, or a newly licensed CPA seeking to gain additional public accounting experience. The Tax Associate will work closely with senior tax professionals and clients while gaining exposure to tax planning, tax compliance, and consulting engagements.
This position is onsite at our Scottsdale corporate headquarters.
Duties and responsibilities
  • Prepare and review individual and business tax returns, including Forms 1040, 1120C, 1120S, 1065, and 1041.
  • Gather, organize, and analyze client financial information to ensure timely and accurate tax return preparation.
  • Conduct tax research and assist in identifying tax planning opportunities for clients.
  • Support tax projections, quarterly estimated tax calculations, and year-end tax planning initiatives.
  • Communicate directly with clients to request documentation, answer routine tax questions, and provide status updates.
  • Assist with IRS and state tax notices, correspondence, and resolution efforts.
  • Participate in client engagements from planning through completion while ensuring deadlines and quality standards are met.
  • Assist with year-end filings including 1099s, W-2/W-3s, personal property tax filings, and sales tax returns.
  • Support accounting and financial statement engagements by performing reconciliations, posting journal entries, processing accounts payable and receivable transactions, and preparing workpapers.
  • Collaborate with the Tax CPA on complex tax matters, consulting projects, and tax-saving strategies.
  • Maintain awareness of changes in federal and state tax laws and regulations.
  • Assist in mentoring interns and supporting the training of new team members as needed.
  • Support internal finance and accounting projects as assigned.

Qualifications
  • 1-2 internships completed in tax
  • Bachelor's degree in Accounting, Finance, or a related field.
  • CPA eligible, actively pursuing CPA licensure, or newly licensed CPA preferred.
  • Working knowledge of federal and state tax laws and regulations.
  • Proficiency in Microsoft Office Suite, particularly Excel.
  • Strong analytical, organizational, and problem-solving skills.
  • Excellent verbal and written communication skills.
  • Ability to manage multiple priorities and deadlines in a fast-paced environment.
  • Strong attention to detail and commitment to client service.

Benefits
  • $70,000 base salary plus $15,000 to $25,000 yearly bonus
  • 401(k) with matching component
  • United Healthcare PPO medical employee coverage paid by Company
  • Delta Dental PPO, United Healthcare Vision, Short-Term Disability, Long-Term Disability, Life Insurance, and additional voluntary benefit options
  • Generous holidays and PTO
  • Professional development support and CPA growth opportunities
  • Exposure to a variety of individual and business tax engagements
  • Opportunity to work alongside experienced tax and wealth management professionals

Come and join a team that is making a difference in their clients and employee's lives!