Entry-Level Tax Professional
4 days ago
We are a dynamic financial services company committed to helping our clients achieve their financial goals. With a team of experienced professionals, we offer a range of services, from tax planning to financial management. Our goal is to provide personalized solutions that meet the unique needs of each client.
Salary:$58,000 - $68,000 per year,
dependent on qualifications and experience.
Key Responsibilities:
This role involves working closely with CPAs, Accountants, and Financial Advisors to develop tax strategies and plans for our clients. Key responsibilities include:
- Analyzing tax liability and preparing tax projections
- Meeting assigned goals and deadlines
- Attending meetings and trainings
- Collaborating with the tax team to assist in servicing clients
- Complying with all industry rules and regulations
- All other tasks assigned
Requirements:
To excel in this role, you should have:
- Strong analytical and problem-solving skills
- Effective communication and interpersonal skills
- Basic computer skills and experience with Microsoft Office applications
- Ability to work independently and as part of a team
- Highly motivated and a self-starter
- Strong leadership qualities and an entrepreneurial spirit
- Bachelor's Degree in Accounting. Finance, or related field preferred
- Ability to obtain Enrolled Agent designation
- Ability to obtain active Preparer Tax Identification Number (PTIN)
Our Benefits Package:
We offer a comprehensive benefits package, including health insurance, paid time off, 401K, and flexible spending options.
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