Tax Associate
YTS Wealth ManagementPennsylvania, United States
Posted March 16, 2026
60000 - 75000
Full Time
About the Company
YTS Wealth Management is a boutique financial advisory firm that partners with LPL Financial, a registered investment advisor, to deliver comprehensive wealth management solutions. The firm specializes in retirement planning, insurance, investment management, and healthcare financial strategy for clients in the states where its advisors are licensed. By leveraging LPL Financial's regulatory oversight and industry expertise, YTS Wealth Management offers tailored, compliant investment strategies that align with each client’s long‑term objectives. The firm’s focus on personalized service, combined with its rigorous adherence to FINRA and SIPC standards, sets it apart in a crowded financial services market.
Job Description
The Tax Preparer/Tax Associate will provide expert tax preparation services for clients of a wealth management and insurance company, preparing and reviewing individual and corporate tax returns, ensuring compliance with tax laws and regulations, and offering tax planning advice to help clients minimize liabilities and achieve their financial goals.
Requirements
- Bachelor's degree in Accounting, Finance, or a related field
- 3+ years of experience in tax preparation, preferably in a wealth management or financial services environment
- Strong knowledge of federal, state, and local tax laws
- Proficiency with tax preparation software (e.g., ProSeries or similar) and financial systems
- Excellent communication and interpersonal skills
