Tax Planner (CPA/EA) - FinTech Wealth Planning

Range; Bellevue (WA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Comprehensive health coverage: Medical, dental and vision

401k plan

Technology allowance

PTO

Top of Market Pay

Paid parental leave

In-person team & company events

Job summary

A financial services firm located in the United States is seeking a highly skilled Certified Public Accountant (CPA) or Enrolled Agent (EA) to join their team as a Tax Planner. In this role, you will provide expert tax planning and compliance services, working closely with financial planners, and completing tax returns for clients. Successful candidates will have a minimum of two years in tax compliance and a solid knowledge of complex individual tax situations. Enjoy a comprehensive benefits package including health coverage and a competitive salary.

Qualifications

• Certified Public Accountant (CPA) or Enrolled Agent (EA) required.
• Minimum of 2+ years of experience in tax compliance.
• Knowledge of complex individual tax situations.

Responsibilities

• Complete and file income tax returns for individuals.
• Conduct tax research to stay updated with regulations.
• Create process flow and monitor tax return milestones.

Skills

Tax compliance

Tax preparation

Effective time management

Client communication

Research skills

Education

Bachelor's degree in accounting, finance or related field

Tools

LaCerte

Proconnect

Google Workspace

Job description

A financial services firm located in the United States is seeking a highly skilled Certified Public Accountant (CPA) or Enrolled Agent (EA) to join their team as a Tax Planner. In this role, you will provide expert tax planning and compliance services, working closely with financial planners, and completing tax returns for clients. Successful candidates will have a minimum of two years in tax compliance and a solid knowledge of complex individual tax situations. Enjoy a comprehensive benefits package including health coverage and a competitive salary.