Tax and Accounting Advisor

2 weeks ago


Des Moines, Iowa, United States Vision Financial Group, LLC Full time

Job Type

Full-time

Position Overview

Vision Financial Group, LLC, a progressive and comprehensive financial services firm, is in search of a meticulous individual to assume the role of Taxation and Accounting Specialist. The successful candidate will possess extensive expertise in tax strategy as it pertains to client financial management, demonstrating a high level of professionalism and confidentiality.

Vision Financial Group, LLC provides a comprehensive benefits package, including health, dental, vision, life insurance, accident coverage, a 401(k) plan with employer contributions, and potential flexible work options.

Key Responsibilities

The primary responsibilities of this role include:

Tax Preparation and Data Entry:

  • Accurately prepare and input tax information into relevant software systems.
  • Examine financial documents, records, and statements to ensure precision in tax submissions.
  • Calculate tax liabilities, identify eligible deductions, and provide guidance on credits to reduce financial obligations.
Client Engagement and Advisory:
  • Interact with clients to comprehend their financial circumstances and tax needs.
  • Facilitate discussions regarding tax returns, addressing client inquiries and providing thorough explanations.
  • Deliver tailored tax guidance and strategies to enhance clients' financial positions.
Regulatory Compliance:
  • Remain informed about tax legislation, regulations, and policies to guarantee compliance in all submissions.
  • Adopt best practices and procedures to uphold accuracy and meet regulatory requirements.
Documentation and Record Management:
  • Ensure comprehensive documentation of all tax-related activities and submissions for audit readiness.
  • Systematically organize and manage client records in a secure and accessible manner.
Support for Investment Management Tax Planning:
  • Collaborate with investment managers and financial advisors to collect necessary documentation and reports.
  • Evaluate investment portfolios and transactions to identify tax consequences and strategies.
  • Assist in the preparation of investment-related documents for tax planning, ensuring compliance and accuracy.
  • Offer insights and recommendations regarding investment choices for tax efficiency.
  • This highlights the Tax Consultant's role in utilizing investment-related data to enhance tax planning strategies for clients.
Qualifications

To be considered for this position, candidates should possess:
  • A Bachelor's degree in Accounting or a related discipline; or equivalent professional experience.
  • A valid CPA license.
  • A minimum of 5 years of experience in personal and business tax preparation is preferred.
  • A solid understanding of investments and financial planning methodologies.
  • Exceptional attention to detail with the ability to work both efficiently and accurately.
  • Strong analytical and financial skills.
  • A proactive, problem-solving mindset, with a focus on achieving goals and teamwork.
  • Outstanding customer service, communication, and relationship-building abilities.

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