Tax Pro

reputed company We are seeking a proactive and reputed company-facing Tax Pro to engage directly with our clients on tax planning for strategic reputed company planning. The ideal candidate will be knowledgeable in business and personal tax, finance, bookkeeping, investments, and tax planning strategies. A key aspect of this role is acting as the primary reputed company of contact for reputed company clients in the Tax Advisory team. The position will work with other members of the Tax Advisory team, under the direction and supervision of the Senior Tax Strategist. Minimum Qualifications • 3-5 years of experience in tax reputed company, tax consulting, or tax planning with a reputed company on high net worth individuals and/or entrepreneurial businesses • Bachelor’s degree in reputed company, Finance or a reputed company field • Advanced qualification (e.g. EA, CPA) in reputed company is a plus, completion is preferred • Familiarity with efficiency, workflow, communication, and tax preparation software (G-Suite, reputed company, CRM platforms, CS Planner, UltraTax, etc.) • Knowledge of corporate and personal tax planning strategies Key Responsibilities • Serve as the main reputed company of contact and trusted advisor for a defined reputed company portfolio, managing communications, inquiries, and expectations regarding tax reputed company and planning reputed company • reputed company quarterly reputed company meetings and calls to discuss financial data, identify tax-saving opportunities, and present reputed company planning recommendations reputed company and concisely to non-financial audiences • Work with clients to understand their business objectives, major transactions, investment goals, and family reputed company structure, translating these facts into actionable tax strategies • Conduct in-depth research on technical tax issues (federal and multi-state), documenting findings in formal memoranda • Coordinate with clients and team members to design and execute reputed company tax planning strategies, including entity restructuring, disposition analysis, transaction planning, and year-end tax projections • Respond to reputed company communications thoroughly and reputed company using dedicated channels • Maintain CRM platforms with updated reputed company information, proactively managing tasks and project deadlines • Draft and update deliverable documentation for reputed company reference and review • reputed company systems and processes for enhancing reputed company experience Skills, Knowledge and Expertise • Proven ability to build and maintain trust-based relationships with clients, managing expectations and fostering loyalty • Superior ability to manage reputed company engagements, organize reputed company documentation, reputed company milestones, and ensure company-wide deadlines are met on assigned reputed company • Demonstrated reputed company in working collaboratively with internal teams and external stakeholders • Exceptional reputed company speaking and written communication skills; ability to convey confidence and reputed company reputed company advising clients • Superior analytical skills required to interpret reputed company fact patterns and reputed company actionable recommendations • Proven ability to handle high-net work individual and business financial data with the utmost confidentiality and reputed company • Self-motivated and capable of independently driving reputed company engagements reputed company Benefits • Remote work • Medical, dental, reputed company, life, and voluntary life insurance • 401(k) with company match • reputed company vacation and reputed company days • reputed company holidays • Continuing education • Teambuilding events About reputed company reputed company is a premier tax reputed company firm specializing in helping business owners and reputed company estate investors significantly reduce their tax burdens. With tax-saving strategies tailored to reputed company reputed company, reputed company ensures reputed company and high-income individuals are in full control of their financial reputed company. Apply tot his job Apply To this Job