Robert Half Finance & Accounting Job - 30985803 | CareerArc
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Company: Robert Half Finance & Accounting
Location: Oakbrook Terrace, IL
Career Level: Mid-Senior Level
Industries: Recruitment Agency, Staffing, Job Board

Description

To apply for this position please email your resume to Jasen.Toussaint@RobertHalf.com ABOUT THE POSITION As a Senior Tax Planning Strategist, youll be responsible for: Managing the unique tax planning needs of our high net worth clients Developing and providing advice on cash flow and tax strategies Supporting the sales team by presenting tax planning recommendations to prospective clients Proactively communicating with clients and implementing advice given Identifying potential tax credits, deductions and liabilities Overseeing, training and mentoring our Tax Planning Associates Reviewing and finalizing current year tax returns and amended prior year returns, as necessary Monitoring and tracking the status of various client tax projects Assisting in updating and maintaining clients customized financial plans CANDIDATE REQUIREMENTS The ideal candidate will possess the following qualifications and attributes: Bachelors degree required CPA or EA required 5-10 years detail oriented experience Previous experience in individual taxation required Previous experience in small business taxation a plus Previous experience in the financial services industry a plus Strong track record of achievement and meeting/exceeding ambitious targets Excellent verbal and written communication skills A motivated, self-starter looking for a place to grow your career

Requirements

CANDIDATE REQUIREMENTS The ideal candidate will possess the following qualifications and attributes: Bachelors degree required CPA or EA required 5-10 years detail oriented experience Previous experience in individual taxation required Previous experience in small business taxation a plus Previous experience in the financial services industry a plus Strong track record of achievement and meeting/exceeding ambitious targets Excellent verbal and written communication skills A motivated, self-starter looking for a place to grow your career


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