Senior Tax Analyst CPA EA Accounting Degree Pref

Benefits

• 401(k)
• Dental insurance
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

Position Overview

As a Strategic Tax Analyst at Genwealth 360, you will be more than a tax expert; you'll be a financial innovator. In this role, you will analyze tax data, identify tax-saving opportunities, prepare tax returns for our high-net-worth individuals and corporate entities, and ensure compliance, all while contributing to comprehensive financial strategies that optimize our clients' overall fiscal health.

Key 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.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field (Master's In Accounting, Enrolled Agent, CPA preferred).
• 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.

Benefits

• Competitive salary of $105,000 per year.
• A comprehensive benefits package, including healthcare, dental, and retirement plans.
• Unique professional development opportunities, including on-going training and mentorship.
• A collaborative, supportive, and innovative work culture.
• Pathways for career growth and advancement in a pioneering financial firm.

How to Apply

Please submit your resume and a cover letter detailing your qualifications and your vision for the role to admin@genwealth360.com