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As a Tax Planning Specialist, you will analyze tax liabilities, prepare projections and returns, and work alongside financial advisors to develop tax strategies for clients.

The Advanced Tax Planner analyzes tax liability, prepares tax returns, develops client strategies, markets tax plans, and collaborates with financial professionals.

Support the Tax Team by analyzing tax liability, preparing tax projections, attending trainings and client meetings, assisting in client servicing, and complying with industry regulations while gaining hands-on tax accounting experience.

Provide tax strategy support within a family office: analyze tax liability, prepare tax projections and returns, assist client servicing with tax team and CPAs, attend trainings and meetings, and ensure regulatory compliance.

Provide proactive tax strategy and planning to minimize clients' tax liability. Analyze tax liability, prepare tax projections and returns, present to clients, collaborate with financial advisors, develop and market client tax plans, represent clients before IRS/state agencies, comply with regulations, and participate in continuing education.

As an Advanced Tax Planner, you will analyze tax liability, prepare projections and returns, and develop financial strategies for clients, collaborating with a team of financial professionals.

The Tax Planning Specialist analyzes tax liability, prepares tax projections and returns, and develops financial strategies with clients to minimize taxes.

Support the Tax Team by analyzing tax liabilities, preparing tax projections, attending trainings and client meetings, and assisting CPAs and advisors with tax planning and client services while complying with industry rules.

Join the Family Office tax team to analyze tax liabilities, prepare tax projections, assist CPAs and advisors servicing clients, attend trainings, and comply with industry regulations. Flexible full- or part-time schedule while pursuing a relevant degree.

Support the Tax Team by analyzing tax liabilities, preparing tax projections, attending trainings and client meetings, and assisting with client servicing while learning tax accounting and related financial services.