What are the responsibilities and job description for the Tax professional position at H Cap Connect, LLC?
Tax Professional
About our Client :
About our Client : A growing financial planning firm that stands out with its unique tax-first approach. This strategy helps clients keep more of what they earn by prioritizing controllable factors to create financial plans that minimize tax liabilities.
Tax preparation and tax planning are just a part of the services they provide in their deep commitment to the local community and family-first mentality.
Job Description :
They have an opportunity for an experienced tax professional to join the team. The ideal candidate will prepare individual tax returns and provide tax planning services to clients.
This role requires a deep understanding of tax laws and regulations and the ability to offer strategic tax advice to optimize our clients’ financial situations.
Key Responsibilities :
- Prepare and file individual tax returns for clients.
- Provide tax planning services to clients.
- Stay up to date with current tax laws and regulations.
- Analyze financial information and recommend tax-saving strategies.
- Collaborate with investment advisors to integrate tax planning with overall financial planning.
- Maintain accurate and organized client records.
- Respond to client inquiries and provide exceptional customer service.
Qualifications :
- A Certified Public Accountant (CPA) license is preferred.
- Minimum of 5 years of experience in individual tax preparation and tax planning.
- Strong knowledge of federal, state, and local tax laws.
- Excellent analytical and problem-solving skills.
- Proficient in tax software and Microsoft Office Suite.
- Strong communication and interpersonal skills.
- Detail-oriented and highly organized.
- Ability to work independently and as part of a team.
Benefits :
- 401(k) and Profit-Sharing Plan.
- Paid time off and holidays.
- Professional development opportunities.
- Supportive and collaborative work environment.
Last updated : 2024-09-26