Tax Associate

Job Description

Job Description

Tax Associate

Location: Office
Employment Type: Full-Time (January–December)

At Potentia
, we believe in a holistic approach to financial planning, investment management, and tax strategy. Five years ago, we expanded our mission by integrating tax preparation services directly into our firm, allowing us to deliver truly comprehensive client care. Today our strong in‑house tax team that has successfully navigated two acquisitions, refined our systems, and adopted powerful, cutting‑edge software.

We are seeking an experienced Tax Associate who shares our vision for delivering elevated client experiences through strategic planning and preparation. The ideal candidate one who can support our team of preparers, train to take on your own clients, with a growth mindset to

Potentia is a team of financial professionals dedicated to providing comprehensive financial planning, investment management, and tax services. Our tax team works closely with our wealth management professionals and independently to deliver expert‑level strategies that support the full financial picture for our clients.

Potentia Tax currently serves approximately 500 households with varying levels of complexity. Some clients work exclusively with our tax team; others are served across tax, wealth management, and trust services. Our elevated service model and deeply collaborative culture set us apart in the industry.

• Prepare primarily 1040 tax returns, with knowledge of 1041 returns as a plus.
• Utilize Intuit Lacerte tax software efficiently for processing and reviewing returns (required).
• Use client‑provided data to prepare estimated tax projections for the following year.
• Organize and mark work papers in accordance with internal procedures.
• Review client information for potential errors, discrepancies.
• Review prior‑year returns to analyze and identify any missing information.
• Create missing information reports for internal review and client communication.
• Prepare tax returns with a focus on accuracy, ensuring no data entry errors.
• Record and track time accurately using the practice management system.
• Work collaboratively & assist other team members to manage workloads & meet deadlines.

• 2-5 years of tax preparation experience.
• Excellent verbal and written communication.
• Experience using Lacerte Tax Preparation Software.

• Work in a professional and beautiful office environment with a collaborative and supportive team.
• Significant opportunity for leadership and long‑term career growth.
• Flexible schedule to support work‑life balance.
• Competitive salary and benefits package.
• Integrated wealth management and tax services, allowing you to work on strategic, high‑level tax planning.
• A culture committed to excellence, client impact, innovation, and professional development.

Potentia Tax is a team of Tax Professionals that serves clients with a holistic approach. We are renowned for providing comprehensive and personalized financial solutions, and over the past four years, we have experienced significant growth in our client base. To meet the high demand for our services, we are looking for a talented CPA/EA to join our team. This is an excellent opportunity for someone proficient in their field, with excellent client communication skills, to take on the challenge of growing our firm within a beautiful office alongside an extraordinary team.

This position offers competitive compensation and benefits.