Tax Planning and Strategy Advisor
Company: Jobot
Location: Hoffman Estates
Posted on: September 19, 2023
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Job Description:
Finance & wealth advisory firm is growing their team!This Jobot
Job is hosted by: Sydney WeaverAre you a fit? Easy Apply now by
clicking the "Apply" button and sending us your resume.Salary:
$90,000 - $125,000 per yearA bit about us:We are on the lookout for
a seasoned Permanent Tax Specialist to join our dynamic finance
team! This is a unique opportunity for a tax professional with a
strong background in wealth management, tax planning, and strategic
advisory. The successful candidate will be responsible for managing
and driving the entire tax process for our clients, ensuring
compliance with federal, state, and local tax laws, and providing
expert advice on tax-related decisions. This role requires an
individual who is detail-oriented, analytical, and has a deep
understanding of tax laws and regulations.Why join us?Great
Benefits, Flexible work hours, Growth Opportunity, Great Culture,
PTO, 401K + match, and much more!Job DetailsJoin our team and play
a pivotal role in driving our clients' financial success. This is
an exceptional opportunity for a tax professional looking to
leverage their expertise in a challenging and rewarding
role!Responsibilities:1. Prepare, review, and file business tax
returns in compliance with federal, state, and local tax laws.2.
Provide strategic tax planning services to clients, ensuring
optimal financial performance and tax savings.3. Advise clients on
tax-related decisions, including Roth conversions, QCDs, and Tax
Loss Harvesting.4. Make adjustments and amendments to tax returns
as necessary, ensuring accuracy and compliance.5. Handle RMD
(Required Minimum Distributions) for clients, ensuring timely and
accurate distributions.6. Develop and implement effective tax
strategies to optimize clients' wealth management processes.7. Stay
updated on current tax practices and changes in tax law to provide
accurate advice and guidance to clients.8. Collaborate with other
finance team members to ensure a comprehensive approach to clients'
financial management.Qualifications:1. Bachelor's degree in
Accounting, Finance, or a related field is required. A Master's
degree in Taxation or a related field is preferred.2. Must hold a
valid CPA, CFP, and/or EA designation.3. Minimum of three years of
experience in a tax specialist role, preferably within the finance
industry.4. Proven experience in filing and reviewing business tax
returns is essential.5. Demonstrated expertise in tax planning and
wealth management.6. Strong knowledge of tax laws and regulations,
including experience with adjustments and amendments, RMD, and tax
strategy.7. Exceptional analytical skills with a strong attention
to detail.8. Excellent communication skills, with the ability to
explain complex tax concepts in a clear and understandable
manner.9. Strong problem-solving skills, with the ability to think
strategically and provide effective solutions.10. Proficiency in
tax software and Microsoft Office Suite.Interested in hearing more?
Easy Apply now by clicking the "Apply" button.
Keywords: Jobot, Hoffman Estates , Tax Planning and Strategy Advisor, Accounting, Auditing , Hoffman Estates, Illinois
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