NextGenEnergyJobs is seeking a seasoned tax planning professional in Atlanta to lead client relationships for Atlas accounts. You will drive planning conversations, sign simple 1040s, and collaborate with CSAs, Wealth Advisors, and Tax Leads to deliver proactive advisory services.
You bring an active CPA or EA license, CFP in progress, and strong digital skills with HubSpot and planning dashboards to streamline client engagements and ensure timely, transparent outcomes.
#J-18808-LjbffrStrategic Tax Planner & Client Relationship Lead in northern at Unknown Company
This position is listed as full time and onsite.