Wealth Tax Strategy Specialist

Liberty Federal Credit Union; Evansville (IN); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Paid Holidays

PTO

Medical Insurance

401(k) matching

Life Insurance

Disability Insurance

Tuition Reimbursement

Job summary

Liberty FCU Wealth Services in Evansville, IN seeks a Tax Specialist to develop, implement, and manage the tax program within our wealth management team. You will analyze regulations, prepare returns, and educate clients on tax implications of investments, collaborating with advisors to optimize strategies.

The role requires a CPA or equivalent, 3+ years in tax planning, and strong regulatory knowledge. Join a forward-thinking practice focused on accuracy and exceptional service.

Qualifications

• Bachelor’s degree in accounting, finance, or related field; master’s preferred
• Minimum of 3 years of experience in tax planning and compliance
• Strong knowledge of tax regulations and laws
• Excellent analytical and problem-solving skills
• Strong communication and interpersonal skills
• Proficiency in tax software and Microsoft Office Suite
• Ability to work independently and as part of a team in a fast-paced environment

Responsibilities

• 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 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 topics
• Stay current on tax law changes and industry trends

Skills

Tax planning

Tax compliance

Regulatory knowledge

Analytical skills

Communication skills

Microsoft Office

Education

Bachelor’s in accounting or finance

Master’s degree preferred

Tools

Tax software

Microsoft Office

Job description

Liberty FCU Wealth Services in Evansville, IN seeks a Tax Specialist to develop, implement, and manage the tax program within our wealth management team. You will analyze regulations, prepare returns, and educate clients on tax implications of investments, collaborating with advisors to optimize strategies.

The role requires a CPA or equivalent, 3+ years in tax planning, and strong regulatory knowledge. Join a forward-thinking practice focused on accuracy and exceptional service.