Tax & Wealth Planning Associate
INB National AssociationNote: This position is located in Springfield, IL
About Us:
At INB, your career is more than a job; it’s a chance to make a difference. As a locally owned, community-focused bank, we help individuals and businesses reach their financial goals through personalized service and trusted relationships. Our team is built on care, creativity, teamwork, balance, smart work, and enthusiasm. Join us and be part of a purpose-driven culture that makes a positive impact every day.
Summary
This position operates in a deadline-driven environment with responsibility for supporting tax preparation and filing processes, financial reporting, bookkeeping functions, and brokerage operations. The role serves as a critical contributor to departmental effectiveness by ensuring the timely execution of key financial, accounting, tax, and brokerage-related activities, particularly during peak periods such as year-end and tax season.
The successful candidate will collaborate with both business and individual clients, applying analytical skills and professional judgment to interpret financial information, support operational processes, and contribute to continuous process improvement initiatives. This position requires the ability to quickly learn and apply complex financial, accounting, tax, and brokerage concepts while maintaining a high level of accuracy and attention to detail. The ideal candidate will demonstrate adaptability, critical thinking, and a proactive approach to evaluating data, identifying opportunities for enhancement, and supporting evolving business needs.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily as well as other duties that are assigned. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Essential Duties and Responsibilities
Accounting Services
- Provide bookkeeping and accounting support for business clients on a monthly, quarterly, and annual basis.
- Manage accounts payable and accounts receivable processes and maintain accurate financial records.
- Process payroll-related transactions, including payroll tax deposits and payroll tax return filings.
- Prepare and file sales tax deposits and sales tax returns in accordance with applicable regulations.
Tax Services
- If CPA designation is not complete, successful attainment of CPA designation within nine (9) months of hire is required.
- Collect, analyze, and enter client financial and tax information to support tax compliance and reporting requirements.
- Assist in the preparation, assembly, and quality review of tax returns and related client deliverables.
- Coordinate client communications and meetings related to tax planning and tax return reviews.
Brokerage Services
- Develop proficiency in INB's brokerage platform, reporting systems, and operational processes.
- Support account administration activities, including new account onboarding, transaction processing, distributions, receipts, and account maintenance.
- Generate reports and analyze account data to support client service and operational efficiency.
- This position provides a developmental pathway to a Junior Broker role, contingent upon successful completion of CPA requirements, demonstrated proficiency in core service responsibilities, and management approval based on performance and readiness. Once these pre-requisites have been reached, the candidate will be expected to study for and sit for their SIE, Series 7, and Series 66 Exams.
Professional Responsibilities
- Maintain the highest standards of confidentiality, accuracy, and professionalism when handling client information and financial data.
- Collaborate effectively with team members while demonstrating the ability to work independently and manage competing priorities.
- Exercise sound judgment, adaptability, and strong organizational skills in a deadline-driven environment.
- Communicate professionally and effectively with clients, vendors, and internal stakeholders through written and verbal channels.
- Prepare client correspondence, reports, invoices, presentations, and other business documents as required.
- Coordinate information requests and support cross-functional initiatives involving internal and external stakeholders.
- Contribute to process improvement efforts that enhance operational efficiency, accuracy, and client service.
- Perform other duties and responsibilities as assigned.
Education and Experience
Bachelors Degree. Tax, Bookkeeping/Accounting and QuickBooks experience required. Requires successful completion of the CPA Exam and, upon management approval, to move on to a Junior Broker role, successful completion of the Securities Industry Essentials (SIE) Exam, Series 7 and Series 66 licenses.
Computer Skills
To perform this job successfully, the individual must be proficient in Microsoft Office, with strong Excel and Word skills. The role also requires the ability to use financial software, including tax preparation software other than TurboTax. Experience with data analytics and general ledger software, particularly QuickBooks, is preferred.
Reasoning Ability
Ability to solve practical and abstract problems with limited information, interpret written, verbal, diagram-based, and schedule-based instructions, and apply strong analytical skills with close attention to detail.
Mathematical Skills
Working Knowledge and ability to apply mathematical concepts such as probability, statistical inference, percentages, and ratios to practical situations.
Communication Skills
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, and governmental regulations. Strong written and oral communications skills, to present information and to respond to questions from managers, clients, customers, and the general public.
Physical Demands
During certain deadline-driven times, overtime will be expected and required.
Salary
$65,000-$95,000 annually
Group Insurance Benefits and Plans
INB provides health, dental, vision, and life insurance benefits to all full-time employees. Coverage is also extended to their eligible dependents. Active employees make premium contributions based on plan selections. Please click the link below for all benefits that are offered.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, skills, or working conditions.
ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for American with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.
INB, N.A. is committed to Equal Employment Opportunity with respect to recruitment, hiring, training, promotion, and other terms and conditions of employment. It is INB's policy to afford equal opportunity to all employees and applicants for employment without regard to race, creed, color, sex, sexual orientation, age, marital status, national origin, disability, religion, veteran status, or any other basis prohibited by law. The EEO Law poster is available here:
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