Kelly · 3 weeks ago
Taxation Specialist
Kelly is a company focused on innovation in the wealth management industry, and they are seeking a Taxation Specialist. The role involves reviewing member profiles, providing tailored tax recommendations, and researching tax issues to develop effective tax planning solutions.
OutsourcingProfessional Services
Responsibilities
Reviewing 15-20 member profiles per week and providing tailored tax recommendations in coordination with their Financial Planner
Corresponding directly with members to answer their tax questions based on their service tier
Researching tax issues to develop effective tax planning solutions and educating teammates and members on tax-specific inquiries
Qualification
Required
4+ years of experience in personal tax preparation and advice
Enrolled Agent certification
Deep understanding of tax law and regulations, particularly as they impact individuals
Ability to identify tax issues as they arise
Dedication to developing a career in the financial services industry
Benefits
Medical
Dental
Vision
Telemedicine
Term life
Whole life
Accident insurance
Critical illness
A legal plan
Short-term disability
Retirement savings plan
Service bonus
Holiday pay plans (earn up to eight paid holidays per benefit year)
Transit spending account
Paid sick leave under the applicable state or local plan
Company
Kelly
We’ve been helping organizations find the people they need longer than any other company in the world.
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-01-13IPO
Leadership Team
Recent News
Kelly Services, Inc.
2025-11-08
2025-11-08
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