Tax Planning Specialist

5 days ago


Concord, New Hampshire, United States Ledyard Bank Full time
Job Title: Tax Planning Officer

We are seeking a detail-oriented Tax Planning Officer to play a key role in advancing our tax and tax planning objectives while delivering exceptional service and maintaining strong client relationships.

Responsibilities:
  • Prepare personal tax returns and provide tax planning advice
  • Act as the link between Ledyard Financial Advisors and a trusted certified public accounting firm
  • Prepare essential forms and correspondence, maintain accurate records, and manage various projects
Qualifications:
  • B.A. or B.S. degree in business, accounting, or finance required
  • Professional designations including either a CPA or EA preferred
  • Prior accounting and tax experience required
Location:

Hanover, New London, or Concord, NH



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