Tax Planning Specialist

4 days ago


Des Moines, Iowa, United States Vision Financial Group LLC Full time

At Vision Financial Group LLC, we are seeking a highly skilled Tax Planning Specialist to join our team. This role is an exciting opportunity for an individual with a strong background in accounting and tax planning to work with clients to optimize their financial outcomes.

The ideal candidate will have a deep understanding of tax laws and regulations, as well as experience with tax preparation and compliance. A Bachelor's degree in Accounting or a related field, along with valid CPA licensure, is required. Additionally, 5+ years of personal and business tax preparation experience is preferred.

This role offers a competitive salary range of $65,000 - $90,000 per year, based on experience, plus benefits including health, dental, vision, life, accident, and 401(k) with employer contribution. We also offer the potential for flexible work arrangements and professional development opportunities.

Key Responsibilities:

  • Tax Preparation and Compliance:
    • Prepare and accurately input tax data into software systems
    • Review financial records, statements, and relevant documents to ensure accuracy in tax filings
    • Calculate taxes owed, identify deductions, and advise on credits to minimize liabilities
  • Client Interaction and Consultation:
    • Engage with clients to understand their financial situations and tax requirements
    • Conduct meetings to discuss tax returns, addressing any queries and offering comprehensive explanations
    • Provide personalized tax advice and strategies to optimize clients' financial outcomes
  • Investment Management Tax Planning Support:
    • Collaborate with investment managers and financial advisors to gather necessary documents and reports
    • Analyze investment portfolios and transactions to identify tax implications and strategies
    • Assist in the preparation of investment-related documents for tax planning purposes, ensuring accuracy and compliance

Requirements:

  • Bachelor's degree in Accounting or related field required
  • Valid CPA licensure
  • 5+ years of personal and business tax preparation experience preferred
  • Strong attention to detail, analytical skills, and ability to work efficiently
  • Excellent customer service, communication, and relationship building skills


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