This is not a hybrid opportunity!

Join a Growing Financial Planning Firm as a Tax Consultant!

Are you looking to kickstart your career in tax preparation and planning, or maybe want to break away from the grind of a CPA firm?  A growing financial planning firm stands out with its unique tax-first approach. We help clients keep more of what they earn by prioritizing controllable factors to create financial plans that minimize tax liabilities. Our commitment to the local community and family-first mentality sets us apart.

Position: Tax Associate

Key Responsibilities:

• Prepare and file individual tax returns for clients.
• Provide tax planning services to clients.
• Stay up to date with current tax laws and regulations.
• Analyze financial information and recommend tax-saving strategies.
• Collaborate with investment advisors to integrate tax planning with overall financial planning.
• Maintain accurate and organized client records.
• Respond to client inquiries and provide exceptional customer service.

Qualifications:

• 2-4 years of experience in individual tax preparation and tax planning is a must!
• Strong knowledge of federal, state, and local tax laws.
• Excellent analytical and problem-solving skills.
• Proficient in tax software and Microsoft Office Suite.
• Strong communication and interpersonal skills.
• Detail-oriented and highly organized.
• Ability to work independently and as part of a team.

Benefits:

• Competitive salary and health insurance.
• 401(k) and Profit-Sharing Plan.
• Paid time off and holidays.
• Professional development opportunities.
• Supportive and collaborative work environment.

Join us and be part of a team that values expert guidance, efficiency, and peace of mind for our clients. Apply today and help us make a difference in our community!