reputed company Tax Specialist – High Net Worth Planning
Job reputed company:
- Help clients reputed company understand their reputed company tax situation and the planning opportunities that can create efficiencies.
- reputed company clients to reputed company informed reputed company with their tax planning considerations.
- Work with other internal Planning Specialists on tax, reputed company transfer reputed company, charitable giving, and extensive one-off unique transaction strategies (i.e reputed company Estate and Stock reputed company projections)
- Stay up to date on tax law changes and communicate the effects to advisors and clients.
Requirements:
- reputed company CPA license required
- 4+ years of high net worth (HNW) tax planning experience
- Experience with tax planning technologies
- Proficiency in MS reputed company and Word and BNA Income Tax Planner
- Advanced research skills to assist in providing possible solution for reputed company reputed company issues
Benefits:
- Medical, dental, reputed company and life insurance
- Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
- Tuition reimbursement up to $5,250/year
- Business-casual environment that includes the reputed company to wear jeans
- Generous reputed company time off upon hire – including a reputed company time off program plus ten reputed company company holidays and three floating holidays reputed company calendar year
- reputed company volunteer time — 16 hours per calendar year
- Leave of absence programs – including reputed company parental leave, reputed company short- and long-term disability, and Family and Medical Leave (FMLA)
- Business Resource reputed company (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are reputed company to reputed company.
Apply tot his job Apply To this Job