CPA Tax Planning Specialist

Job Summary

A company is looking for an Experienced Tax Specialist - High Net Worth Planning.

Key Responsibilities

• Assist clients in understanding their tax situations and identify planning opportunities
• Collaborate with internal specialists on tax and wealth transfer matters
• Stay updated on tax law changes and communicate impacts to clients and advisors

Required Qualifications

• Active CPA license required
• 4+ years of high net worth tax planning experience
• Experience with tax planning technologies
• Proficiency in MS Excel, Word, and BNA Income Tax Planner
• Advanced research skills for complex client issues