Creative Planning · 5 hours ago

Senior Tax Associate

United States

Full-time

Remote

Mid, Senior Level

1+ years exp

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ConsultingFinancial Services

Growth Opportunities

Hiring Manager

Rita Mrad Zegeer, SHRM-CP®

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Responsibilities

Prepare & review tax returns for a large volume of tax clients, including individuals, trusts, and businesses

Assist Directors with timely & accurate responses to questions, estimates, projections, etc. with both tax and wealth management clients

Stays up to date on tax law changes and is able to communicate the effects of the law changes to clients

All other duties as assigned

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

AccountingCPA eligibilityTrust-focused tax experienceIncome tax preparationMS ExcelMS WordMaster’s in income taxationWindows 7Adaptability to new systems