Tax Planning Specialist

1 week ago


Dothan, Alabama, United States Metcalf Management Company Pc Full time
Job Overview

We are seeking a highly skilled Tax Planning Specialist to join our team at Metcalf Management Company PC. As a Tax Planning Specialist, you will be responsible for providing tax advisory services to small business owners and high net worth individuals, helping them to maximize their tax savings and achieve their financial goals.

Key Responsibilities
  • Develop and implement tax planning strategies to minimize clients' tax liabilities
  • Conduct thorough analyses of clients' financial situations to identify areas for tax optimization
  • Collaborate with clients to understand their business goals and develop tailored tax plans to achieve those goals
  • Prepare and review tax returns to ensure accuracy and compliance with tax laws
  • Stay up-to-date with changes in tax laws and regulations, and apply that knowledge to provide expert advice to clients
Requirements
  • 5+ years of experience in public accounting, with a focus on tax planning and advisory services
  • 1+ years of experience managing a team of 3 people or less
  • A CPA license, enrolled agent certification, or LLM/JD in tax
  • Excellent communication and interpersonal skills, with the ability to work effectively with clients and colleagues
What We Offer
  • A competitive salary and bonus structure
  • A comprehensive benefits package, including health insurance and retirement plan
  • Opportunities for professional growth and development, including training and mentorship
  • A dynamic and supportive work environment, with a team of experienced professionals


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