Expert Financial Tax Consultant

7 days ago

Cleveland, Queensland, Australia beBeeTaxSpecialist Full time $90,000 - $170,000

Job Summary

The role of a Tax Specialist is crucial in delivering comprehensive wealth management services to clients. This involves providing proactive tax planning, acting as a tax resource, and preparing individual and trust tax returns.

Main Responsibilities
  • Serves as a tax expert for the client base, participating in meetings and staying updated on tax laws and regulations.
  • Provides direct client service, relying on technical specialists to develop customized recommendations.
  • Prepares, reviews, and completes individual and trust tax returns and tax projections.
  • Ensures timely completion of tax-related research and data gathering, presentation materials, and client contact.
  • May assist with small business tax work, including S Corporation and partnership tax returns.

We are seeking a highly skilled and motivated individual with experience in providing individual and trust tax services. The ideal candidate will have a bachelor's degree in accounting or finance, proficiency with tax software solutions, and strong MS Office skills.

Key Benefits: A dynamic work environment where you can grow professionally and personally, opportunities for development and advancement, and a collaborative team culture.

About this Role: As a Tax Specialist, you will play a critical role in delivering exceptional client service and ensuring timely completion of tax-related tasks. You will work closely with technical specialists to develop customized recommendations and prepare tax returns and projections. We offer a competitive compensation package, comprehensive benefits, and opportunities for growth and development.

What We Offer: A dynamic work environment, opportunities for professional growth, a competitive salary and benefits package, and a chance to make a meaningful impact in the lives of our clients.

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