Financial Planning Tax Expert

hace 2 semanas


Puerto Diablo Barrio, Puerto Rico Jobleads-Us A tiempo completo
Tax Senior Associate Job Description

We are seeking a highly skilled Financial Planning Tax Expert to join our Tax team at Geometric, a leading provider of comprehensive financial planning services for high-net-worth individuals and executives. As a Tax Senior Associate, you will work closely with our Tax team and Wealth Advisors to deliver exceptional tax services to our clients.

  • Tax Compliance: Prepare and review federal and state returns, including gift tax returns and trust returns, for our clients.
  • Tax Planning/Consulting: Collaborate with Tax Advisors to produce and review tax projections and tax planning for a subset of our clients.

Responsibilities:

  • Work closely with Tax team and Wealth Advisors to meet our clients' holistic financial planning needs.
  • Contribute to the tax services that we provide, including tax compliance and tax planning/consulting.

Requirements:

  • Bachelor's degree
  • Active CPA license or EA credential strongly preferred
  • 1-4 years of relevant work experience in tax services


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