Tax Planner
Provides expert tax planning, compliance, and return preparation for individual clients, collaborating with financial planners to optimize strategies. Requires CPA/EA, 2+ years experience, and proficiency in tax software.
About the job
Responsibilities
- Complete and file income tax returns for individuals (federal and state)
- Conduct tax research - stay up to date with laws and evolving tax regulations using tax research tools
- Create process flow and monitor tax return milestones with external Tax Preparation Partners
- Manage client files, organize workpapers and lead sheets
- Communicate effectively and discuss tax planning and tax return results with members
Requirements
- Certified Public Accountant (CPA), Enrolled Agent (EA), Juris Doctorate (JD) or equivalent demonstrated tax expertise required
- Minimum of 2+ years of experience in tax compliance, tax preparation or similar role
- Knowledge of complex individual tax situations including Foreign income and FBAR reporting, Partnership K1 related matters, state tax credits and reciprocity, real estate reporting
- Effective time management skills to prioritize multiple clients and manage deadlines
- Software proficiency: LaCerte, Proconnect, Google Workspace
- Bachelor’s degree in accounting, finance or related field
Nice-to-Haves
- Additional certifications, or desire to obtain additional certifications
Benefits
- Comprehensive health coverage: Medical, dental and vision
- 401k plan
- Technology allowance
- PTO
- Top of Market Pay
- Paid parental leave
- In-person team & company events
Skills
Lacerte, Proconnect, Google Workspace, Tax Research Tools, Fbar Reporting, Tax Compliance, Tax Preparation
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