Tax Planner

📋 Description

• Build and review individualized client tax plans, projections, and related analyses.
• Assist with individual income tax preparation and filing activities for a substantial client base.
• Develop practical experience and proficiency across individual income tax matters and planning
• Collaborate with financial advisors to identify and develop tax strategies aligned with clients’
• Research and resolve individual tax questions and issues, applying sound judgment and creative
• Verify invoices against client billing arrangements and maintain accurate billing records.

🎯 Requirements

• 1–5 years of experience in public accounting, tax preparation, tax planning, financial planning, or
• CPA or EA certification is required; CFP certification is optional.
• Strong interest in individual taxation, tax planning, and solving client-specific tax issues.
• Excellent attention to detail and organizational skills, with a strong commitment to accuracy and
• Strong written and verbal communication skills, with the ability to explain complex financial or
• Analytical and problem-solving skills, with the ability to think independently and develop

🎁 Benefits

• Fully remote/work-from-home flexibility within the United States.
• Comprehensive benefits package.
• 401(k) plan with employer matching.
• Generous paid time off.
• Paid parental leave.
• Employee discount.