Tax Specialist
6 days ago
BUCKINGHAM STRATEGIC WEALTH LLC is seeking a skilled Tax Associate to join their team. This role offers a unique opportunity for growth and development in the field of tax preparation and filing services.
Job Overview:The Tax Associate will work closely with the Buckingham Integrated Tax Solutions team to assist in the implementation and growth of the tax preparation service for clients. This includes preparing federal, state, and local income tax returns for individuals and businesses, as well as performing other essential tasks such as analyzing client information and offering recommendations for reducing client tax liabilities.
Key Responsibilities:- Analyze, review, and compile tax return data accurately and efficiently
- Prepare timely, secure, and compliant tax returns for a wide variety of clients
- Collaborate with advisory teams to identify forward-looking planning opportunities
- Analyze client information and offer recommendations for reducing client tax liabilities
- Communicate effectively with tax managers, advisors, and clients in a professional manner
- Bachelor's degree or higher in Accounting
- EA, CPA, or CPA candidate preferred
- Strong problem-solving, technology, communication, and organizational skills
The estimated annual salary for this position is $60,000-$80,000 based on industry standards and market conditions.
This is an exciting opportunity to join a dynamic team and contribute to the success of BUCKINGHAM STRATEGIC WEALTH LLC. If you are passionate about tax advisory and have the necessary skills and qualifications, we encourage you to apply.
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