Tax Planning Specialist

4 days ago


Ramsey, United States Coda Staffing Full time
Job Description

We are seeking a highly skilled Tax Planning Specialist to join our team at Coda Staffing. As a key member of our tax preparation team, you will play a vital role in helping our clients navigate the complexities of tax planning and preparation.

About the Role

This is a seasonal position that requires exceptional analytical and problem-solving skills, as well as excellent communication and interpersonal skills. You will work closely with our team to develop and execute tax strategies, collaborate on long-term tax plans, and provide exceptional customer service to our clients.

Responsibilities

  • Review various financial documents to prepare accurate and compliant tax returns.
  • Analyze client data to identify potential deductions and liabilities, and develop effective tax strategies.
  • Collaborate with other team members to devise comprehensive tax plans and ensure compliance with all relevant regulations.
  • Interview clients to understand their unique needs and preferences, and provide tailored solutions.
  • Maintain up-to-date knowledge of tax laws and regulations, and stay current with industry developments.

Required Skills and Qualifications

  • Proven experience in public accounting and/or tax planning and preparation.
  • Exceptional analytical and problem-solving skills, with attention to detail and ability to meet deadlines.
  • Excellent communication and interpersonal skills, with ability to build strong relationships with clients and colleagues.
  • Strong technical skills, including proficiency in relevant software such as Intuit QuickBooks or Microsoft Excel.
  • Registration and/or licensure with applicable regional agencies.

Compensation and Benefits

We offer a competitive salary range of $55,000 - $70,000 per year, based on experience, plus benefits and opportunities for professional growth and development.


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