CPA Taxation Specialist
Job Summary
As a subject matter expert in tax advice planning, the full-time Senior Taxation Specialist will provide personalized tax strategies to members, educate internal teams on tax planning opportunities, and conduct client meetings remotely.
Key responsibilities:
- Meet with 5-10 members weekly to review tax strategies and provide education
- Review 15-20 member profiles weekly and offer recommendations based on tax situations and financial goals
- Research tax issues and develop effective planning solutions while coordinating with the Head of Planning
Required qualifications:
- 7+ years of experience in personal tax preparation and advice
- CPA Designation or EA certification
- Experience leading a scaled tax preparation solution
- Deep understanding of tax law and regulations affecting individuals
- Ability to identify tax issues as they arise
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