To support a growing tax planning team, the full-time CPA Licensed Senior Tax Planner will review individual and business tax returns, analyze data to provide strategic recommendations, and develop comprehensive tax plans for advisors and clients in a remote work environment. Key responsibilities: Review clients' past tax returns to identify opportunities during the financial planning process Collect and analyze data to create tax plans and present them to advisors and clients Research tax planning questions and educate advisors on tax code updates and regulations Required qualifications: Bachelor's Degree 5+ years of tax preparation/planning experience in a tax or financial services firm CPA designation Strong understanding of personal financial planning and various tax issues Proficiency in Microsoft Office suite (Outlook, Excel, Word, PowerPoint)
Tax Senior in workfromhome at Unknown Company
This position is listed as full time and able to be worked remotely.