Senior Tax Planner
2 weeks ago
We are seeking a seasoned Tax Advisor to join our team. As a key member of our advisory group, you will be responsible for delivering integrated wealth management services to clients.
Our ideal candidate will possess in-depth knowledge of tax planning and preparation, with the ability to stay up-to-date on changes in tax law and code.
The successful candidate will work closely with our advisory team to provide proactive tax-related planning and serve as a tax resource for client relationships.
Key Responsibilities:- Serves as a tax expert, providing guidance and support to clients and internal teams.
- Prepares, reviews, and completes individual and trust tax returns, as well as tax projections.
- Stays current on tax law and code changes, ensuring accurate and timely tax advice is provided to clients.
- Bachelor's degree in accounting or finance.
- 5-10+ years of experience in providing individual and trust tax services.
- Proficiency in tax software solutions.
- Strong acumen with MS Office tools.
- Developed set of communications skills.
As a valued member of our team, you can expect a competitive compensation package, including a base salary range of $90,000 to $170,000, along with bonus incentives and a comprehensive benefits package.
What We OfferAt our organization, we prioritize employee growth and development. We offer opportunities for professional advancement, a supportive work environment, and a collaborative team culture.
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Senior Tax Manager
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