Tax Specialist - Financial Planning Firm
Strategic Retirement Solutions, Inc.
Job Description
Job Description
Position Overview
We are seeking a knowledgeable and detail-oriented Tax Preparer to join our team. This person will work closely with our advisors and clients to provide year-round tax advice , prepare and file individual and small business tax returns, and contribute to integrated financial planning strategies.
Key Responsibilities
- Prepare and file federal and state income tax returns for individuals and small business clients.
- Analyze financial data to identify potential tax savings and strategies.
- Provide tax planning guidance that aligns with clients’ retirement and investment goals.
- Communicate with clients directly to gather tax documents and provide updates.
- Stay up-to-date with tax law changes and their implications for our clients.
- Collaborate with financial advisors to provide holistic, forward-looking financial advice.
- Maintain accurate records and ensure compliance with all tax reporting requirements.
Qualifications
- Proven experience as a tax preparer (3+ years preferred).
- CPA or Enrolled Agent (EA) designation strongly preferred.
- Strong knowledge of IRS regulations and tax laws.
- Experience with tax preparation software (e.g., Drake, Lacerte, UltraTax, etc.).
- Excellent interpersonal and communication skills.
- Detail-oriented with strong organizational skills.
- Ability to work independently and as part of a team in a client-focused environment.
Why Join Us?
- Be part of a respected and growing financial advisory firm.
- Make a meaningful impact in clients' lives by integrating tax strategy with retirement planning.
- Work in a collaborative and supportive team environment.
- Access to professional development and continuing education opportunities.
- Competitive compensation, health benefits, and potential for flexible/hybrid work arrangements.
Strategic Retirement Solutions is a client-focused financial advisory firm managing over $230 million in assets for 930+ clients. We specialize in retirement and investment planning — and we’re growing!
We’re seeking an experienced Tax Preparer to join our team and help provide tax preparation and planning services to our valued clients.Company Description
Strategic Retirement Solutions is a client-focused financial advisory firm managing over $230 million in assets for 930+ clients. We specialize in retirement and investment planning — and we’re growing!\r\n\r\nWe’re seeking an experienced Tax Preparer to join our team and help provide tax preparation and planning services to our valued clients.
Vacancy posted 20 days ago
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