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Tax Consultant

2 months ago

Jos South, Plateau State, United States Crawford Thomas Recruiting Full time
About the Role

Crawford Thomas Recruiting is seeking a highly skilled Tax Advisor to join our team. As a Tax Advisor, you will play a key part in our client's success by building strong relationships, conducting in-depth tax analysis, and developing personalized tax plans to help clients minimize their tax burden and achieve their financial goals.

Key Responsibilities
  • Deliver Tax Services: Provide personal and business tax preparation, advice, and guidance that meet client-specific goals and objectives.
  • Client Management: Maintain and update client information using Sales Force CRM and related IT systems.
  • Tax Analysis and Planning: Develop in-depth tax analysis and customized tax optimization plans.
  • Tax Reduction and Control: Support clients in reducing tax liabilities, protecting assets, and planning estates and trusts.
  • Screenings and Assessments: Conduct screenings and assessments for tax reduction and control.
  • Accounting Services: Handle coordination of payroll, bookkeeping, and other accounting services.
  • Client Acquisition: Convert prospective client inquiries into new client relationships through effective communication of our service offerings.
  • Collaboration: Work collaboratively with affiliate wealth advisors and attorneys to deliver comprehensive financial solutions.
About the Company

Crawford Thomas Recruiting is an extremely professional practice led by highly trained and educated tax professionals with advanced tax degrees. We tend to really shine for clients with complicated situations, such as business owners/professionals, stock and real estate investors, executives, and high net worth individuals and families.

Benefits
  • 401(k) with 4% match
  • Non-qualified Career Bonus Plan
  • Dedicated career track and advancement potential
  • Profit sharing and incentive compensation bonuses
  • Work-at-home flexibility
  • Dental, Health, Vision and Life insurance
  • Paid time off & extensive vacation time
  • Professional development assistance
About You
  • Current EA or CPA certification, with IRS enrollment
  • Bachelor's degree in Finance, Accounting, Business Administration, or related field
  • Minimum of 3 years' experience in tax preparation, preferably in a client-facing role
  • Exceptional analytical, organizational, and interpersonal skills
  • Proficiency in Microsoft Office, Sales Force, and tax software/planning programs
  • Management experience and/or MBA a definite plus