CPA Taxation Specialist

A company is looking for a Senior Taxation Specialist to provide tax advice planning and education for members.

Key Responsibilities

Meet with members to review tax strategies and provide education

Review member profiles and offer recommendations based on tax situations

Research tax issues and develop effective tax planning solutions

Required Qualifications

7+ years of experience in personal tax preparation and advice

7+ years of experience leading a scaled tax preparation solution

CPA designation or EA required

Deep understanding of tax law and its impact on individuals

Ability to identify tax issues as they arise