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GENWEALTH 360 · 2 months ago

Senior Tax Analyst CPA EA Accounting Degree Pref

Long Beach, CA

Full-time

Onsite

Mid, Senior Level

$105K/yr - $105K/yr

3+ years exp

Genwealth 360 is a financial planning firm that integrates tax planning into its holistic approach. They are seeking a Strategic Tax Analyst to analyze tax data, prepare tax returns for high-net-worth clients, and ensure compliance while contributing to comprehensive financial strategies.

AccountingFinancial ServicesLendingProfessional ServicesRetirementTax ConsultingTax Preparation

Responsibilities

Conduct in-depth tax research and analysis, ensuring alignment with federal, state, and local laws

Prepare and review complex tax returns for high-net-worth individuals and corporate entities

Proactively identify and recommend tax-saving strategies

Collaborate with financial planners to integrate tax strategies into broader financial plans

Stay abreast of tax law changes, translating them into actionable strategies

Educate and advise clients, enhancing their understanding and engagement

Qualification

CPAEnrolled AgentTax analysisPro SeriesMicrosoft ExcelAnalytical skillsProblem-solving skillsOrganizational skillsCollaborative skills

Required

Bachelor's degree in Accounting, Finance, or related field

3-5 years of experience in tax analysis/ tax preparation, with a focus on high-net-worth individuals, complex tax planning, and strategic financial management

Profound knowledge of tax laws and regulations

Proficiency in Pro Series and Microsoft Excel

Exceptional analytical, problem-solving, and organizational skills

Ability to thrive in a collaborative environment and meet tight deadlines