Financial Planning Consultant
3 weeks ago
**Company Overview:** PT&C Group LLC is a rapidly growing professional services firm that provides tax, accounting, assurance, IT consulting, and wealth management services to small and medium-sized businesses and their owners. With 28 offices in 11 states, we offer a unique business model that allows for flexible work arrangements.
**Job Summary:** We are seeking a highly skilled Tax Advisor to join our team. As a key member of our team, you will be responsible for tax preparation, compliance, and advising clients on tax planning. Your goal will be to build long-lasting client relationships by providing exceptional service and oversight.
**Key Responsibilities:
- Prepare individual and business (c-corps, s-corps, partnerships) tax returns with increasing complexity and types of returns completed
- Maintain and enhance client relationships by demonstrating knowledge of each client's business and finances
- Provide or assist with accounting services including bookkeeping, payroll, sales tax, etc.
- Identify, research, and resolve tax issues
**Requirements:
- 0-3 years of experience preparing a variety of tax returns
- Understanding of practices, theories, and policies related to taxes and accounting
- Bachelor's Degree Required, Master's Degree Preferred
- EA or CPA desired (or actively working towards licensure)
**Compensation and Benefits:
- Competitive salary ($63,000 - $80,000 per year)
- Ongoing informal and formal training and development
- 401(k) and medical benefits
- Firm-sponsored continuing education
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