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Tax Consultant

4 months ago

Des Moines, United States Vision Financial Group LLC Full time
Job DescriptionJob DescriptionDescription:

Vision Financial Group, a dynamic, holistic financial services organization, is seeking a highly organized individual to fill the role of Tax Consultant. The ideal candidate will have detailed knowledge of tax planning as it relates to client financial planning, and will exhibit a high degree of professionalism and discretion.


Vision Financial Group offers a full range of benefits including health, dental, vision, life, accident, 401(k) with employer contribution, and the potential for flexible work arrangements.


Job duties will focus primarily on the following categories:


Tax Preparation and Entry:

  • Prepare and accurately input tax data into appropriate software systems
  • Review financial records, statements, and relevant documents to ensure accuracy in tax filings
  • Calculate taxes owed, identify deductions, and advise on credits to minimize liabilities

Client Interaction and Consultation:

  • Engage with clients to understand their financial situations and tax requirements
  • Conduct meetings to discuss tax returns, addressing any queries and offering comprehensive explanations
  • Provide personalized tax advice and strategies to optimize clients' financial outcomes

Compliance and Regulation Adherence:

  • Stay updated with tax laws, regulations, and policies to ensure compliance in all filings
  • Implement best practices and procedures to maintain accuracy and meet regulatory standards

Documentation and Recordkeeping:

  • Maintain thorough documentation of all tax-related information and filings for audit purposes
  • Organize and manage client records in a secure and accessible manner

Investment Management Tax Planning Support:

  • Collaborate with investment managers and financial advisors to gather necessary documents and reports
  • Analyze investment portfolios and transactions to identify tax implications and strategies
  • Assist in the preparation of investment-related documents for tax planning purposes, ensuring accuracy and compliance
  • Provide insights and recommendations regarding investment decisions for tax optimization
  • This underscores the Tax Consultant's involvement in leveraging investment-related information to strategize and optimize tax planning for clients
Requirements:


Qualifications for this role include:

  • Bachelor's degree in Accounting or related field required; or equivalent experience
  • Valid CPA licensure
  • 5+ years of personal and business tax preparation experience preferred
  • Understanding of investments and financial planning strategies
  • Strong attention to detail with the ability to work efficiently and accurately
  • Strong financial and analytical skills
  • Self-starter, problem solver, goal-oriented, and a team player
  • Excellent customer service, communication, and relationship building skills