Tax Specialist - Financial Planning Firm

Job Description

Job Description

Position Overview

We are seeking a knowledgeable and detail-oriented Tax Preparer to join our team. This person will work closely with our advisors and clients to provide year-round tax advice , prepare and file individual and small business tax returns, and contribute to integrated financial planning strategies.

Key Responsibilities

• Prepare and file federal and state income tax returns for individuals and small business clients.
• Analyze financial data to identify potential tax savings and strategies.
• Provide tax planning guidance that aligns with clients’ retirement and investment goals.
• Communicate with clients directly to gather tax documents and provide updates.
• Stay up-to-date with tax law changes and their implications for our clients.
• Collaborate with financial advisors to provide holistic, forward-looking financial advice.
• Maintain accurate records and ensure compliance with all tax reporting requirements.

Qualifications

• Proven experience as a tax preparer (3+ years preferred).
• CPA or Enrolled Agent (EA) designation strongly preferred.
• Strong knowledge of IRS regulations and tax laws.
• Experience with tax preparation software (e.g., Drake, Lacerte, UltraTax, etc.).
• Excellent interpersonal and communication skills.
• Detail-oriented with strong organizational skills.
• Ability to work independently and as part of a team in a client-focused environment.

Why Join Us?

• Be part of a respected and growing financial advisory firm.
• Make a meaningful impact in clients' lives by integrating tax strategy with retirement planning.
• Work in a collaborative and supportive team environment.
• Access to professional development and continuing education opportunities.
• Competitive compensation, health benefits, and potential for flexible/hybrid work arrangements.

Company Description

Strategic Retirement Solutions is a client-focused financial advisory firm managing over $230 million in assets for 930+ clients. We specialize in retirement and investment planning — and we’re growing!

We’re seeking an experienced Tax Preparer to join our team and help provide tax preparation and planning services to our valued clients.

Company Description

Strategic Retirement Solutions is a client-focused financial advisory firm managing over $230 million in assets for 930+ clients. We specialize in retirement and investment planning — and we’re growing!\r\n\r\nWe’re seeking an experienced Tax Preparer to join our team and help provide tax preparation and planning services to our valued clients.