Tax Planning Strategist
1 week ago
We are a forward-thinking, independently operating financial advisory and tax preparation firm headquartered in New Jersey.
Why us?
- Competitive salary of $125,000 - $160,000 per year
- Comprehensive 401(k) plan with matching
- Health benefits and a supportive working environment
- Opportunity to mentor junior associates and lead a dynamic team
- Fast-paced, collaborative, and innovative culture focused on healthy living
Key Responsibilities
- Tax Preparation: Prepare or review individual, fiduciary, corporate, and partnership/LLC tax returns.
- Tax Planning: Determine tax projections, update financial planning software, and successfully initiate and conduct tax planning for clients.
- Client Relationships: Build and maintain client relationships through proactive communication and exceptional service.
- Technical Expertise: Research tax issues, provide technical advice, and develop your expertise through ongoing training and continuing education.
- Team Leadership: Lead and mentor junior associates, contributing to the future development of the team.
About Our Firm
We value flexibility and relationship-building, with a strong emphasis on our people driving everything we do. As an Investment Advisor registered in the State of New Jersey and Investment Advisor Representatives (IARs), we offer comprehensive financial and tax consulting services.
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