Job Summary
A financial services firm is seeking a Remote Tax Planning Specialist.
Candidates will be responsible for the following:
- Helping clients better understand their current tax situation
- Empowering clients to make informed decisions with their tax planning considerations
- Working with other internal Planning Specialists on tax, wealth transfer matters, charitable giving
Position Requirements Include:
- Active CPA license
- 4+ years of high net worth (HNW) experience
- Experience with tax planning technologies
- Proficiency in MS Excel and Word and BNA Income Tax Planner
- Advanced research skills to assist in providing possible solution for complex client issues
- A strong desire to engage and effectively communicate with clients daily
