Tax Planning Associate Job at Teksky, Birmingham, AL

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  • Teksky
  • Birmingham, AL

Job Description

The Role (Entry-Level / Associate)

This role is designed for an early-career professional who wants to build specialized skills in tax planning, forecasting, structuring, and exit-oriented planning while working directly with the founder. You'll learn "how great advisory work actually gets delivered" and grow into a client-facing, high-responsibility role as you demonstrate reliability and capability.

You will spend your days:

  • organizing client data and requests with precision
  • building tax forecasts and scenario models
  • supporting strategy implementation and tracking results to completion
  • continually leaning new strategies and methods to help businesses and ownership reduce their tax exposure

Requirements (Must-Haves)

  • Bachelor's degree in accounting, finance, or closely related field
  • Strong fundamentals in accounting and finance (you understand how financial statements connect)
  • Basic understanding of individual and business tax concepts (we will teach advanced strategy)
  • Strong Excel skills (filters, pivots, lookups, clean formatting)
  • Ability to manage multiple deadlines with structure and professionalism
  • Reliable remote work setup (internet, workstation, quiet environment)

Preferred (Nice-to-Haves)
  • 0 3 years in public accounting, tax, audit, or relevant finance role
  • CPA candidate (in progress) or intent to pursue CPA
  • Familiarity with UltraTax CS, Monday.com, or forecasting tools (helpful, not required)

Job Tags

Remote work,

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