Tax Planning Specialist - CPA

Company: VirtualVocations
Location: Milwaukee
Posted on: November 6, 2024

Job Description:

A company is looking for a Tax Planning Specialist to assist clients with their tax planning considerations.

Key Responsibilities

Help clients understand their current tax situation and identify planning opportunities
Collaborate with internal specialists on tax, wealth transfer, and unique transaction strategies
Stay updated on tax law changes and communicate their effects to advisors and clients

Required Qualifications and Education

Active CPA license is required
4+ years of high net worth (HNW) experience required
Experience with tax planning technologies
Proficiency in MS Excel, Word, and BNA Income Tax Planner
Master's Degree in taxation is a plus

Keywords: VirtualVocations, Bolingbrook , Tax Planning Specialist - CPA, Accounting, Auditing , Milwaukee, Illinois

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