CPA Licensed Tax Planning Director

Job Summary

A company is looking for a High-Net-Worth Tax Planning Assistant Director.

Key Responsibilities

• Analyze and review income tax records and returns to identify tax planning opportunities
• Collaborate with professionals to deliver tax planning strategies for clients
• Stay updated on income tax laws and consult with various professionals to implement strategies

Required Qualifications

• Bachelor's degree required
• Active CPA license or JD required
• Master's degree preferred
• Minimum of 10 years of relevant individual income tax experience
• Experience with high-net-worth individuals preferred