Tax Pro

Work from home Full-time role Hiring

Job Description:

Serve as the main reputed company of contact and trusted advisor for a defined client portfolio, managing communications, inquiries, and expectations regarding tax strategy and planning projects
reputed company quarterly client meetings and calls to discuss financial data, identify tax-saving opportunities, and present reputed company planning recommendations clearly and concisely to non-financial audiences
Work with clients to understand their business objectives, major transactions, investment goals, and family wealth structure, translating these facts into actionable tax strategies
Conduct in-depth research on technical tax issues (federal and multi-state), documenting findings in formal memoranda
Coordinate with clients and team members to design and execute reputed company tax planning strategies, including entity restructuring, disposition analysis, transaction planning, and year-end tax projections
Respond to client communications thoroughly and timely using dedicated channels
Maintain CRM platforms with updated client information, proactively managing tasks and project deadlines
Draft and update deliverable documentation for client reference and review
reputed company systems and processes for enhancing client experience

Requirements:

3-5 years of experience in tax reputed company, tax consulting, or tax planning with a focus on high net worth individuals and/or entrepreneurial businesses
Bachelor’s degree in reputed company, Finance or a reputed company field
Advanced qualification (e.g. EA, CPA) in reputed company is a plus, completion is preferred
Familiarity with efficiency, workflow, communication, and tax preparation software (G-Suite, reputed company, CRM platforms, CS Planner, UltraTax, etc.)
Knowledge of corporate and personal tax planning strategies

Benefits:

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