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Tax Planning Specialist - CPA

VirtualVocations
Downey, California, United States
Full-time

A company is looking for a Tax Planning Specialist to assist clients with their tax planning considerations.Key ResponsibilitiesHelp clients understand their current tax situation and identify planning opportunitiesCollaborate with internal specialists on tax, wealth transfer, and unique transaction strategiesStay updated on tax law changes and communicate their effects to advisors and clientsRequired Qualifications and EducationActive CPA license is required4+ years of high net worth (HNW) experience requiredExperience with tax planning technologiesProficiency in MS Excel, Word, and BNA Income Tax PlannerMaster's Degree in taxation is a plus

15 hours ago
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