Tax Planning Specialist

4 days ago


Lake Forest, Illinois, United States Jobot Full time
Staff Accountant - Hybrid - 3+ Years Experience

At Jobot, we're a dynamic and growing accounting firm committed to delivering exceptional financial services to our clients. We specialize in tax planning, auditing, and financial advisory services, helping businesses and individuals navigate complex financial landscapes.

Key Responsibilities:
  • Conduct tax planning and compliance for individuals and businesses.
  • Perform audits and reviews of financial statements, ensuring accuracy and adherence to regulatory standards.
  • Analyze financial data to identify areas for improvement and provide strategic financial recommendations.
  • Prepare and review financial reports, including balance sheets, income statements, and cash flow statements.
  • Stay up-to-date with tax laws and regulations to ensure compliance and minimize tax liabilities.
  • Collaborate with clients to resolve financial issues and provide expert advice.
  • Assist in the development and implementation of tax-efficient strategies.
  • Participate in professional development and training programs to enhance expertise.
Requirements:
  • Bachelor's degree in Accounting or related field (CPA certification preferred).
  • 2+ years of experience in tax planning, auditing, or accounting.
  • Strong knowledge of tax codes, regulations, and accounting principles.
  • Proficiency in accounting software and Microsoft Office Suite.
  • Excellent analytical and problem-solving skills.
  • Effective communication and interpersonal abilities.
  • Detail-oriented with a commitment to accuracy.

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