Accounting and Tax Specialist

4 hours ago


Des Moines, Iowa, United States Vision Financial Group, LLC Full time
Accounting and Tax Consultant

Vision Financial Group, LLC is seeking a highly skilled Accounting and Tax Consultant to join our team. As a key member of our financial services organization, you will play a critical role in providing expert tax planning and compliance services to our clients.

Key Responsibilities:
  • Tax Preparation and Entry: Prepare and accurately input tax data into our software systems, review financial records and statements to ensure accuracy in tax filings, and calculate taxes owed, identify deductions, and advise on credits to minimize liabilities.
  • Client Interaction and Consultation: Engage with clients to understand their financial situations and tax requirements, conduct meetings to discuss tax returns, addressing any queries and offering comprehensive explanations, and provide personalized tax advice and strategies to optimize clients' financial outcomes.
  • Compliance and Regulation Adherence: Stay updated with tax laws, regulations, and policies to ensure compliance in all filings, implement best practices and procedures to maintain accuracy and meet regulatory standards.
  • Documentation and Recordkeeping: Maintain thorough documentation of all tax-related information and filings for audit purposes, organize and manage client records in a secure and accessible manner.
  • Investment Management Tax Planning Support: Collaborate with investment managers and financial advisors to gather necessary documents and reports, analyze investment portfolios and transactions to identify tax implications and strategies, assist in the preparation of investment-related documents for tax planning purposes, ensuring accuracy and compliance, and provide insights and recommendations regarding investment decisions for tax optimization.
Requirements:
  • Bachelor's degree in Accounting or related field required; or equivalent experience.
  • Valid CPA licensure.
  • 5+ years of personal and business tax preparation experience preferred.
  • Understanding of investments and financial planning strategies.
  • Strong attention to detail with the ability to work efficiently and accurately.
  • Strong financial and analytical skills.
  • Self-starter, problem solver, goal-oriented, and a team player.
  • Excellent customer service, communication, and relationship building skills.

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