Tax Pro

Job reputed company: • 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 Requirements: • 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 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 Apply tot his job Apply To this Job