Tax Planning Specialist

3 weeks ago


Atlanta, Georgia, United States Fusion CPA Full time

Fusion CPA, an award-winning outsourced accounting firm, seeks a highly skilled Tax Planning Specialist to join its team. With a focus on tax planning strategy and growth advisory services for businesses across the United States, this role offers a unique opportunity to make a significant impact in clients' financial success.

Job Summary:

The ideal candidate will have 5+ years of experience in public accounting, with expertise in planning, supervising, reviewing, and completing client engagements. Strong knowledge of GAAP and proficiency in computerized tax software (UltraTax) and MS Office are essential. Advanced Excel skills and QuickBooks Pro-Adviser Certification are also preferred.

Key Responsibilities:
  • Plan and execute tax strategies for clients, ensuring compliance with federal, state, and local taxation laws
  • Supervise and review client engagements to ensure accurate and timely completion
  • Maintain legislative materials and stay up-to-date on changes in tax laws and regulations

The successful candidate will be a team player who thrives in a fast-paced environment, meets deadlines, and demonstrates strong communication and project management skills. A BA/BS degree in Accounting and CPA certification are required. The estimated salary for this role is $80,000 - $120,000 per year.



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