Financial Planning Director

1 week ago


Fort Myers, Florida, United States Jobot Full time

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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