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Our client is adding to their growing staff and are now looking for someone who enjoys client interaction and being in the thick of tax strategy and planning. EA, CPA or just solid tax advisor experience needed.
Job Responsibility:
Prepare individual, trust, and small business tax returns with accuracy and timeliness
Ensure compliance with federal and state regulations
Stay current on tax code updates and planning opportunities
Deliver tax planning insights to clients as needed
Identify and educate tax clients about the benefits of our financial planning and estate/legacy services
Facilitate smooth handoffs to the appropriate departments
Track first appointments and support follow-through to ensure client satisfaction
Collaborate with internal teams to align client goals with service offerings
Requirements:
Prior experience preparing individual tax returns is required
Familiarity with business tax returns is highly preferred
Strong understanding of federal and state tax regulations
Proficiency in tax preparation software and related tools
Excellent attention to detail and organizational skills
Effective communication skills for interacting with clients and team members
Ability to work independently and manage time effectively
Relevant certifications such as PTIN or Enrolled Agent designation are a plus
Nice to have:
EA
CPA
solid tax advisor experience
familiarity with business tax returns
relevant certifications such as PTIN or Enrolled Agent designation
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