CPA Taxation Specialist

Job Summary

A company is looking for a Senior Taxation Specialist to provide tax advice planning and education for members.

Key Responsibilities

• Meet with members to review tax strategies and provide education
• Review member profiles and offer recommendations based on tax situations
• Research tax issues and develop effective tax planning solutions

Required Qualifications

• 7+ years of experience in personal tax preparation and advice
• 7+ years of experience leading a scaled tax preparation solution
• CPA designation or EA required
• Deep understanding of tax law and its impact on individuals
• Ability to identify tax issues as they arise