Tax Accountant/Specialist

3 weeks ago


Cincinnati, United States Trandon Associates, Inc Full time
Job DescriptionJob Description

Major Financial Services company is a Tax Accountant/Specialist to handle Personal Taxes. The ideal candidate would bring their tax experience to a fast growing, innovative wealth management practice.

- MUST have a CPA License

 

Day-to-Day Duties

 - Tax planning (Roth conversion schedules, distribution planning, etc)

- Tax prep for individuals, oversee bookkeeping, leverage technology to help clients understand their cash flow and taxes.

- Ideal  candidate would learn to be expert at financial planning as well.



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