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Strategic Tax Planner & Client Advisory Lead

Beacon Pointe

A leading advisory firm located in Newport Beach, California is seeking a Senior Tax Planner to oversee tax planning technology tools and deliver strategic tax advice to clients. The ideal candidate has strong leadership skills, deep tax expertise, and a client-focused approach. Responsibilities include client meetings, managing tax planning software, and collaborating with firm leadership on best practices. This role is pivotal in enhancing client relationships and internal processes within the firm. #J-18808-Ljbffr Beacon Pointe

Vacancy posted 3 days ago
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