Tax Planning Specialist - CPA
Company: VirtualVocations
Location: Milwaukee
Posted on: November 6, 2024
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Job Description:
A company is looking for a Tax Planning Specialist to assist
clients with their tax planning considerations.
Key Responsibilities
Help clients understand their current tax situation and identify
planning opportunities
Collaborate with internal specialists on tax, wealth transfer, and
unique transaction strategies
Stay updated on tax law changes and communicate their effects to
advisors and clients
Required Qualifications and Education
Active CPA license is required
4+ years of high net worth (HNW) experience required
Experience with tax planning technologies
Proficiency in MS Excel, Word, and BNA Income Tax Planner
Master's Degree in taxation is a plus
Keywords: VirtualVocations, Bartlett , Tax Planning Specialist - CPA, Accounting, Auditing , Milwaukee, Illinois
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