Tax Consultant

Job Summary

Delivering integrated tax planning and advisory services, the full-time Tax Consultant will prepare and review tax returns, ensure compliance with tax regulations, and collaborate with financial advisors, with the option to work either onsite or remotely.

Key responsibilities

• Prepare and review proforma and finalized tax returns for various client types, including individuals and businesses
• Ensure accurate and timely filing of tax returns and assist clients with tax-related inquiries and audit support
• Stay current on tax law changes and contribute to the development of tax planning tools and client education materials

Required qualifications

• Bachelor's degree in accounting, finance, or a related field preferred
• Minimum of 5 years of experience in tax planning and compliance, preferably in a wealth management or advisory setting
• Strong knowledge of individual, trust, and small business taxation
• Proficiency in tax software and financial planning tools
• Excellent analytical and interpersonal skills