CPA Licensed Senior Tax Planner
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Job Summary
To support a growing tax planning team, the full-time CPA Licensed Senior Tax Planner will review individual and business tax returns, analyze data to provide strategic recommendations, and develop comprehensive tax plans for advisors and clients in a remote work environment.
Key responsibilities:
- Review clients' past tax returns to identify opportunities during the financial planning process
- Collect and analyze data to create tax plans and present them to advisors and clients
- Research tax planning questions and educate advisors on tax code updates and regulations
Required qualifications:
- Bachelor's Degree
- 5+ years of tax preparation/planning experience in a tax or financial services firm
- CPA designation
- Strong understanding of personal financial planning and various tax issues
- Proficiency in Microsoft Office suite (Outlook, Excel, Word, PowerPoint)
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