Senior Tax Professional

1 day ago


Bradenton, Florida, United States Steiner Wealth Management Full time
Job Description

Steiner Wealth Management is seeking a highly skilled and experienced Senior Tax Professional to join our team. As a Senior Tax Professional, you will be responsible for providing tax planning and preparation services to individuals, partnerships, trusts, and corporations.

Key Responsibilities:
  • Prepare Individual and Small Business Tax Returns: You will be responsible for preparing accurate and timely tax returns for individuals and small businesses.
  • Provide Tax Planning Services: You will work with clients to develop and implement tax planning strategies to minimize their tax liability.
  • Offer Accounting and Consulting Services: You will provide accounting and consulting services to clients, including financial statement preparation and analysis.
  • Develop and Manage Client Relationships: You will be responsible for developing and maintaining strong relationships with clients, understanding their financial goals and objectives, and providing tailored solutions to meet their needs.
  • Collaborate with Other Professionals: You will work closely with other professionals, including attorneys and financial advisors, to provide comprehensive services to clients.
Requirements:
  • Experience: At least 5 years of experience in tax preparation and planning.
  • Licensure: CPA licensure is required.
  • Location: Relocation to Lakewood Ranch, FL is required.
Benefits:
  • Competitive Salary: $100,000 - $200,000 per year.
  • 401(k) Plan: Steiner Wealth Management offers a 401(k) plan to eligible employees.
  • Health Insurance: We offer a comprehensive health insurance plan to eligible employees.
  • Paid Time Off: You will receive paid time off to relax and recharge.

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