Financial Planning Director
1 week ago
Discover a dynamic career opportunity as a Financial Planning Director in Fort Myers, FL.
We are a leading full-service tax planning and accounting firm dedicated to providing personalized financial services to high net worth individuals, small businesses, and self-employed professionals across various industries.
Why choose us?
- Dynamic Professional Environment
- Impactful Contributions
- Career Growth Opportunities
- Client-Centric Approach
- Relocation Support
As a Financial Planning Director, you will oversee tax planning, compliance, preparation, and law for clients, ensuring adherence to tax laws and regulations. You will communicate effectively with clients, addressing tax-related queries and providing comprehensive solutions.
Key responsibilities include:
- Tax Oversight: Manage and oversee tax planning, compliance, preparation, and law for clients.
- Client Interaction: Communicate effectively with clients, addressing tax-related queries and providing comprehensive solutions.
- Regulatory Compliance: Ensure adherence to tax laws and regulations, staying updated on changes and implications.
- Review Processes: Conduct thorough reviews of tax returns, resolving issues with the IRS, and implementing corrective measures.
Qualifications:
- Possess strong tax planning and compliance skills, along with organizational, analytical, and interpersonal capabilities.
- A degree in Accounting, Finance, or related field is required, with a CPA designation preferred but not mandatory.
- Experience in public accounting or tax consulting is a valuable asset.
Salary: $90,000 - $130,000 per year
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