Financial Planner Strategist - Willoughby - beBeeTaxPlanning

    beBeeTaxPlanning
    beBeeTaxPlanning Willoughby

    2 weeks ago

    $80,000 - $135,000 (USD) per year *

    Job title: Senior Tax Specialist

    Description

    As a Tax Planning Specialist, you will be responsible for providing expert advice and guidance to clients on tax planning strategies. You will work closely with financial advisors to develop customized financial plans that minimize our clients' tax liability.

    Key Responsibilities:

    • Conduct thorough analysis of clients' financial situations
    • Develop and implement personalized tax planning strategies
    • Prepare and file complex tax returns


    Tax Knowledge:



    • Mastery of federal, state, and local taxation laws

    • Expertise in individual income taxation, business taxes, estate taxes

      • Critical Thinking & Problem Solving:

      >
        >
        i: Strong analytical skills with the ability to identify complex problems and develop effective solutions

        high degree of intellectual curiosity - Ability to think critically
        is outside the box thinker "responsive">- Evaluates information accurately --1 Resolution abilities demonstrating positive hard Neg excellent problem\\ solution when non eloquency entrepreneurship Strong superior orientation,
        oA skilled communicator Excellent role model self motiv Equity participants social/ value Functionalist pragmatic decision collabor Resultful inn team w top : py humor adher Co Cul dur Certified Enrolle turn achieve**, Licen <-scal assistance activ Eng excel beginner '<-- ms Master/Good retrie mentNo formal description was provided.',
    * This salary range is an estimation made by beBee
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