Tax Specialist

Liberty Financial; Evansville (IN); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Paid holidays

Paid time off

Medical, dental and vision insurance

401(k) retirement program with match

Life and disability insurance

Tuition reimbursement

Job summary

Liberty FCU, a leading financial services firm, seeks a Tax Specialist to develop and manage our wealth management tax program. The role requires deep tax knowledge, analytical skills, and a passion for helping clients optimize strategies.

Based in our Liberty Wealth Services division, you will work with financial advisors to align tax planning with broader wealth plans and ensure compliance across federal and state regulations.

Qualifications

• CPA designation and degree in accounting/finance required.
• Minimum 3 years of tax planning and compliance experience in financial services preferred.
• Strong knowledge of federal/state tax regulations and excellent analytical skills.

Responsibilities

• Develop and implement comprehensive tax strategies for clients.
• Provide tax planning and compliance for individuals and businesses.
• Analyze tax laws and ensure regulatory compliance at all levels.
• Collaborate with advisors to integrate tax strategies into wealth plans.
• Prepare and review tax returns with accuracy and timeliness.
• Educate clients on tax implications of investments and strategies.
• Conduct workshops on tax topics for clients and staff.
• Stay updated on tax law changes and industry trends.
• Assist in guiding CPA program development.

Skills

Tax regulations knowledge

Analytical thinking

Communication skills

Tax software proficiency

Microsoft Office Suite

Independent worker / team player

Education

Certified Public Accountant (CPA) designation

Bachelor's degree in accounting, finance, or related field

Master's degree preferred

Tools

Tax software

Job description

Liberty FCU, a full-service credit union, is seeking a Tax Specialist to help develop, implement, and manage the tax program within our Wealth Management department. This individual will require a deep understanding of tax regulations, have excellent analytical skills, and have a passion for helping clients optimize their tax strategies. At Liberty Wealth Services, we are dedicated to providing our clients with innovative financial solutions and exceptional service. Our practice is launching a tax program aimed at helping members maximize their tax efficiency and achieve their financial goals. This expansion is driven by a sustained increase in client demand for comprehensive financial services. As our firm continues to grow and serve a broader portfolio of clients with complex financial needs, the addition of a skilled accountant is essential to maintain our commitment to accuracy, efficiency, and exceptional client service. This role will directly support our mission to provide trusted, personalized financial guidance while maintaining the high standards our clients expect. Thus, we seek a skilled CPA to join our dynamic team.

Duties and responsibilities include but are not limited to:

• Develop and implement comprehensive tax strategies tailored to clients' needs
• Provide tax planning and compliance services for individual and business clients
• Analyze tax regulations and ensure compliance with federal and state laws
• Collaborate with financial advisors to integrate tax strategies into overall wealth management plans
• Prepare and review tax returns, ensuring accuracy and timeliness
• Educate clients on tax implications of investment decisions and financial strategies
• Conduct workshops and seminars for clients and staff on tax-related topics
• Stay current on tax law changes and industry trends
• Assist in guiding/leading CPA program development

Qualifications:

• Certified Public Accountant (CPA) designation
• Bachelor's degree in accounting, finance, or related field; master's degree preferred
• Minimum of 3 years of experience in tax planning and compliance, preferably in a financial services or wealth management setting
• Strong knowledge of tax regulations and laws
• Excellent analytical and problem-solving skills
• Strong communication and interpersonal skills, with the ability to explain complex tax concepts clearly
• Proficiency in tax software and Microsoft Office Suite
• Ability to work independently and as part of a team in a fast-paced environment

Benefits and Compensation:

• Paid Holidays
• Paid Time Off (Vacation, Sick and Personal Days)
• Medical, Dental and Vision Insurance
• 401(k) retirement program with matching funds
• Employer paid Group Term Life Insurance, Short Term and Long Term Disability Insurance
• Tuition Reimbursement Program

Liberty Wealth Services is a diverse and forward-thinking financial advisory practice with offices across three states. While we are located within Liberty Federal Credit Union, our team operates as an independent and sophisticated practice -- delivering personalized, high-level financial strategies that exceed the traditional credit union advisory experience. Liberty Federal Credit Union offers a unique opportunity as one of the region's largest and fastest growing credit union - currently employing more than 800 staff members across nine states, and assets over $4.3 billion. We take pride in serving a broad range of clients with dynamic and tailored financial solutions. While we are committed to making expert guidance accessible to all, our typical client tends to have more complex financial needs and greater resources than the general demographic of the communities we serve. This unique positioning allows us to bridge the gap between community-based service and affluent-level advising, offering our clients the best of both worlds: trusted, relationship-driven support with the depth and precision of a premier wealth management firm.

Liberty FCU is an Equal Opportunity Employer, Minority/Female/Disability/Protected Veteran.