Job Details
Our client is a wealth management firm that has been serving individuals, families and privately-owned business for over 20 years. They are seeking a CPA or Enrolled Agent to join their team.
*** This can be a flexible arrangement position, especially for a more seasoned tax professional. ***
Responsibilities:
- Prepare tax returns for individuals, as well as some trust and estates
- Participate in tax planning and strategy meetings
- Assist with other aspects of the business, work on special projects
Requirements:
- CPA or Enrolled Agent
- 5+ years of tax experience, with an emphasis on individual tax returns
- Experience with tax planning
- Trust and Estate tax return experience a plus
- Able to work independently
- Excellent interpersonal and client meeting skills