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    Tax Accountant/Specialist - Cincinnati, United States - Trandon Associates, Inc

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    Description

    Job Description

    Job Description

    Major Financial Services company is a Tax Accountant/Specialist to handle Personal Taxes. The ideal candidate would bring their tax experience to a fast growing, innovative wealth management practice.

    - MUST have a CPA License

    Day-to-Day Duties

    Tax planning (Roth conversion schedules, distribution planning, etc)

    Tax prep for individuals, oversee bookkeeping, leverage technology to help clients understand their cash flow and taxes.

    Ideal candidate would learn to be expert at financial planning as well.


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