Tax Planning Specialist for Personal and Business Tax Strategies

1 week ago


Miami, United States Guerra Wealth Advisors Full time
Guerra Wealth Advisors is a leading wealth advisory firm seeking a detail-oriented Tax Planning Associate specializing in personal and business tax strategies. This role focuses on developing and implementing comprehensive tax plans to help clients achieve their financial goals.

This position requires strong analytical skills, as you will be responsible for analyzing complex tax scenarios, identifying opportunities for optimization, and providing expert guidance to clients. You will work closely with cross-functional teams to ensure seamless execution of tax planning strategies.

We are looking for a highly motivated and proactive individual who excels in a fast-paced environment. As a Tax Planning Associate, you will have the opportunity to make a meaningful impact on clients' lives by helping them navigate complex tax regulations and optimize their financial situations.

Key Responsibilities:
  • • Analyze complex tax scenarios and identify opportunities for optimization
    • Develop and implement comprehensive tax plans for clients
    • Collaborate with cross-functional teams to ensure seamless execution of tax planning strategies
    • Provide expert guidance to clients on tax-related matters

Benefits:
  • • Competitive salary range: $60,000 - $80,000 per year
    • Opportunities for professional growth and development
    • Collaborative and dynamic work environment
    • Recognition and rewards for outstanding performance


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