Tax Planning Consultant
7 days ago
We are seeking a highly organized and motivated professional to fill the position of Tax Planning Consultant at our rapidly growing Tax Planning Consultants LLC.
Responsibilities- Schedule appointments and maintain calendars for clients, staff, and meetings.
- Prepare communications, such as memos, emails, invoices, reports, and other correspondence.
- Write and edit documents, including letters, reports, and instructional documents.
- Maintain cloud-based electronic filing systems and create, send, receive documents electronically.
- Responsible for document retention practices according to the Firm's documents retention policy.
- Manage leads and clients on CRM tools and keep track of tasks for self and the team.
- Assist with the development of processes to maximize efficiency.
- A motivated professional with excellent communication skills and computer skills.
- Work experience in a tax office or law office is preferred.
The estimated annual salary for this position is $60,000-$80,000 depending on experience. The position also comes with a comprehensive benefits package.
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Tax Planning Manager
7 days ago
Irving, Texas, United States Tax Planning Consultants LLC Full timeJob OverviewWe are a rapidly growing Tax Planning Firm seeking an experienced Tax Planning Manager to lead our client services team. This role requires exceptional communication skills, organizational abilities, and a strong work ethic.
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Office Administrator
7 days ago
Irving, Texas, United States Tax Planning Consultants LLC Full timeAbout the RoleWe are seeking a highly organized and motivated individual to join our team as an Office Administrator - Tax Services at Tax Planning Consultants LLC.Key ResponsibilitiesSchedule appointments and maintain calendars for clients, staff, and meetings.Prepare and send documents electronically and manage cloud-based electronic filing systems.Write...
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Office and Client Services Manager
3 days ago
Irving, Texas, United States Tax Planning Consultants LLC Full timeAbout the RoleWe are looking for an Office and Client Services Manager to join our dynamic team at Tax Planning Consultants LLC. This is a unique opportunity to work in a rapidly growing Tax Planning Firm and contribute to its continued success.The successful candidate will be responsible for scheduling appointments, maintaining calendars, and coordinating...
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Office and Client Services Director
6 days ago
Irving, Texas, United States Tax Planning Consultants LLC Full timeJob SummaryThis is a challenging and rewarding position at Tax Planning Consultants LLC where you will oversee office operations, manage client relationships, and maintain administrative tasks. If you are a self-motivated professional with excellent communication skills, this could be the perfect opportunity for you.
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Client Relationship Manager
6 days ago
Irving, Texas, United States Tax Planning Consultants LLC Full timeJob SummaryWe are seeking a results-driven professional to fill the position of Client Relationship Manager at Tax Planning Consultants LLC.Key ResponsibilitiesSchedule appointments and maintain calendars for clients, staff, and meetings.Prepare and send documents electronically and manage cloud-based electronic filing systems.Develop relationships with...
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Client Care and Operations Coordinator
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Budget and Financial Planning Manager
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Indirect Tax Compliance Professional
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Senior Indirect Tax Compliance Specialist
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Tax Governance Specialist
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AI Consultant
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