A company is looking for a Tax Planning professional.
Key Responsibilities
Serve as the subject matter expert for clients on tax questions through various communication channels
Collaborate with external tax and accounting partners to ensure accurate returns and filings
Establish processes for scaling the tax program and track work streams
Required Qualifications
CPA, CFP, or EA; PFS credential is a plus
Experience with 1040, Schedule C, 1065, 1120, and 1120-S forms
Background in tax planning and optimization
Comfortable with digital tools and automation
