CPA Licensed Tax Planning DirectorVirtualVocations • Fort Myers, Florida, United States
CPA Licensed Tax Planning Director
VirtualVocations • Fort Myers, Florida, United States
[job_card.variable_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]
A company is looking for a High-Net-Worth Tax Planning Assistant Director.
Key Responsibilities
Analyze and review income tax records and returns to identify tax planning opportunities
Collaborate with professionals to deliver tax planning strategies for clients
Stay updated on income tax laws and consult with various professionals to implement strategies
Required Qualifications
Bachelor's degree required
Active CPA license or JD required
Master's degree preferred
Minimum of 10 years of relevant individual income tax experience
Experience with high-net-worth individuals preferred
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Tax Director • Fort Myers, Florida, United States
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