ZipRecruiter

Log In

2

Entry Level Tax Planning Jobs (NOW HIRING)

Qntmlogic

Tax Associate

Houston, TX · On-site

$62K - $83K/yr

About the job Client tax team is seeking to add an Entry-Level Tax Associate to its dynamic team of CPAs who provide year-round tax planning and compliance for our clientele. This is a unique ...

Hawaii Accounting

Entry Level Tax Accountant

Honolulu, HI · On-site

$45K - $52K/yr

Wellness resources Entry Level Tax Accountant Type: Full-time Experience: Entry level Functions ... planning, research and compliance. * Communicate with client personnel to request information ...

Jackson Hewitt - 1535

Entry Level Tax Preparer

Tunica, MS · On-site

$11 - $15/hr

As a Seasonal Entry Level Tax Preparer, you will be responsible for providing guidance, explaining ... Answer questions and provide future tax planning to clients. * Resolve client complaints or refer ...

Trajan Wealth LLC

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 ...

Jackson Hewitt - 2286

Entry Level Tax Preparer

Yakima, WA · On-site

$18 - $21/hr

As a Seasonal Entry Level Tax Preparer, you will be responsible for providing guidance, explaining ... Answer questions and provide future tax planning to clients. * Resolve client complaints or refer ...

Jackson Hewitt - 1535

Entry Level Tax Preparer

Tunica, MS · On-site

$11 - $15/hr

As a Seasonal Entry Level Tax Preparer, you will be responsible for providing guidance, explaining ... Answer questions and provide future tax planning to clients. * Resolve client complaints or refer ...

Jackson Hewitt - 1358

Entry Level Tax Preparer

Peoria, AZ · On-site

$14 - $17/hr

As a Seasonal Entry Level Tax Preparer, you will be responsible for providing guidance, explaining ... Answer questions and provide future tax planning to clients. * Resolve client complaints or refer ...

Trajan Wealth LLC

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 ...

previous pagenext page

Showing results 21-40

All JobsFinance And Insurance JobsTax JobsEntry Level Tax Planning Jobs

Entry Level Tax Planning information

See salary details

$14

$24

$55

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

As of Sep 12, 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:

What other helpful pages are available for Entry Level Tax Planning?

Other pages related to Entry Level Tax Planning:

Entry Level Tax Planning jobs near you

Tax Associate

Houston, TX • On-site

Qntmlogic
IT Services • 11 - 50 employees
Learn more about Qntmlogicexternal

$62K - $83K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 3 days ago

Job description

About the job
Client tax team is seeking to add an Entry-Level Tax Associate to its dynamic team of CPAs who provide year-round tax planning and compliance for our clientele. This is a unique opportunity that certainly has aspects of public accounting, but offers a broader experience in terms of a life-time approach to tax planning. The WJA tax team regularly consults with our clients and collaborates with our wealth management team to perform year-round tax planning to optimize life-long tax mitigation. As part of our client service, WJA manages tax-planning and the preparation and review of individual, trust, estate, and business tax returns for our clients. We also have clients with international activity which qualifies for the FATCA filing requirements of various forms (e.g., Forms 8938, 5471, 8865, 3520). Because each client is unique and has different needs, every day is different at WJA and the learning is continuous. We do not track our time, as the tax function is only one part of the greater financial planning service WJA provides for our clients. WJA has a very positive company culture with a focus on work-life balance while providing outstanding client service.
The same way we take care of our clients, we invest in our team. Aside from providing a very competitive benefits package including medical, dental, vision, disability/life insurance, 401(k), and PTO, we pride ourselves in supporting personal and professional growth. We encourage and incentivize continued education for all employees and support their participation in educational conferences and events. WJA is also proud to be one of the Best Places to Work by both The Houston Business Journal and Investment News.
Essential Responsibilities
  • Collaborate with existing tax team to implement the continuously-expanding vision of the tax department of our firm
  • Prepare individual, trust, estate, S corporation, partnership, and state returns
  • Participate in high level client-interfacing activities targeted to build lasting client relationships
  • Interface with existing tax team to manage tax compliance and year-round tax planning
  • Perform tax projections for clients in close coordination with the Wealth Management Advisors
  • Help consult on client cases as part of the in-house expert team for tax projections throughout the year when optimizing Roth conversions, selling real estate, and other tax sensitive situations
  • Build models for running different tax scenarios for specific client-related situations
  • Identify and implement procedures to mitigate inefficiencies in the Tax Compliance function
  • Support in-house marketing efforts by writing educational articles that are pertinent to clients and prospective clients
  • Expect longer hours during tax season with lots of flexibility through the rest of the year
Qualifications
  • Bachelor's degree in Accountingrequired
  • CPA or CPA eligible preferred
  • 0-2 years of experience in tax
  • Strong technical and interpersonal skills
  • Strong written and oral communication skills
  • Very detail-oriented with an ability to work on several concurrent projects and tax returns
  • Confident, poised and professional in appearance
  • Ability to take on creative challenges and manage workload on tight deadlines
  • Ability to collaborate and contribute to a team environment
What We Offer
  • Work/Life Balance
  • Virtual/Hybrid Work Environment
  • Collaborative, Positive Teammates
  • Non-toxic, Positive Company Culture
  • Career Development and Advancement Opportunities
  • Autonomy in Your Role
  • Professional Development Options
  • Rewarding Work That Matters
Compensation & Benefits
  • Salary range: $62,000-83,000/year
  • 401(k) plan with opportunity to earn up to 7% the first year and 10% with tenure
  • Best and brightest leaders will have opportunities to buy into and become owners in the firm over time
  • 10 paid holidays and 15 PTO days to use at your discretion
  • Employer paid Health/Dental/Vision insurance premiums for individuals and families
  • Employer HSA contributions
  • Employer paid Life and Long-Term Disability
  • Sign-on Bonus