<p>Our client is adding to their growing staff & are now looking for someone who enjoys client interaction & being in the thick of tax strategy & planning! EA, CPA or just solid tax advisor experience needed.  </p><p>If this catches your attention, let's connect! CASEY WIGGIN on LINKEDIN</p><p><br></p><p>• Prepare individual, trust, and small business tax returns with accuracy and timeliness</p><p>• Ensure compliance with federal and state regulations</p><p>• Stay current on tax code updates and planning opportunities</p><p>• Deliver tax planning insights to clients as needed</p><p>• Identify and educate tax clients about the benefits of our financial planning and estate/legacy services</p><p>• Facilitate smooth handoffs to the appropriate departments</p><p>• Track first appointments and support follow-through to ensure client satisfaction</p><p>• Collaborate with internal teams to align client goals with service offerings</p>

• Prior experience preparing individual tax returns is required.<br>• Familiarity with business tax returns is highly preferred.<br>• Strong understanding of federal and state tax regulations.<br>• Proficiency in tax preparation software and related tools.<br>• Excellent attention to detail and organizational skills.<br>• Effective communication skills for interacting with clients and team members.<br>• Ability to work independently and manage time effectively.<br>• Relevant certifications such as PTIN or Enrolled Agent designation are a plus.

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