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Job Overview
A wealth management company is seeking a highly experienced Tax Specialist to join their team. The candidate will be responsible for drafting tax plans for clients.
Skills and Requirements
- Excel experience is required.
- CPA or CFP certification preferred.
- 5+ years of experience in tax is required.
- Experience in a professional tax firm is preferred.
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Skill Required:
Soft Skills:
AnalyticalAttention to DetailBest PracticesConfidenceDependableEfficientHard WorkingManagementMathematicalMulti TaskingOrganizedProfessionalismTeam PlayerTime ManagementVerbal CommunicationWritten Communication
Hard Skills:
Administrative SkillsAnalyticalClient RelationsClient ServicesExamining and Evaluating Financial RecordsFinancial AnalysisFinancial ManagementTax LawTaxesTech Savvy
Salary Range:
$100,000-$150,000
Working hours:
9:00 am - 5:00 pm
