Retirement Tax Planner & Strategist (CPA/EA)
Vosberg Wealth Management
Vosberg Wealth Management in Glendora, CA, is seeking a Tax Planner & Preparer to weave tax strategy into ongoing financial planning. The role involves preparing client returns during filing season and collaborating with advisors to optimize retirement tax outcomes. You will work closely with clients, explain strategies clearly, and stay current on tax laws. A CPA or EA with 5+ years of experience is preferred, and familiarity with retirement tax topics is essential. #J-18808-Ljbffr Vosberg Wealth Management
Vacancy posted 2 days ago
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