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.
AnalyticalAttention to DetailBest PracticesConfidenceDependableEfficientHard WorkingManagementMathematicalMulti TaskingOrganizedProfessionalismTeam PlayerTime ManagementVerbal CommunicationWritten Communication
Administrative SkillsAnalyticalClient RelationsClient ServicesExamining and Evaluating Financial RecordsFinancial AnalysisFinancial ManagementTax LawTaxesTech Savvy
9:00 am - 5:00 pm