Tax Planning Consultant

7 days ago


Irving, Texas, United States Tax Planning Consultants LLC Full time
Job Overview

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.
Requirements
  • A motivated professional with excellent communication skills and computer skills.
  • Work experience in a tax office or law office is preferred.
Salary and Benefits

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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