Taxation Specialist jobs in United States
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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
badNo H1Bnote

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

Enrolled AgentPersonal tax preparationTax law knowledgeTax planning solutionsClient serviceTeam collaboration

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

We’ve been helping organizations find the people they need longer than any other company in the world.

Funding

Current Stage
Public Company
Total Funding
unknown
1978-01-13IPO

Leadership Team

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Chris Layden
Chief Executive Officer
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N
Nicholas Zuhlke
Vice President, Controller, and Chief Accounting Officer
Company data provided by crunchbase