Tax Planner
Bellevue, WAMcLean, VANew York, NYOnsite2+ YOE
Summary
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 for complex scenarios.
About the role
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 them
Skills
LacerteProConnectGoogle WorkspaceTax Research ToolsFBAR ReportingPartnership K-1State Tax Credits