Tax Planning Specialist

3 weeks ago


Rochester, Medway, United Kingdom Smith Schafer & Associates Ltd. Full time

About Smith Schafer & Associates Ltd.

As one of Minnesota's most successful CPA firms, we take pride in delivering exceptional services to our clients, backed by our strong values of integrity, results, and professionalism.

Estimated Salary: $65,000 - $85,000 per year

Our firm is seeking an experienced Tax Planning Specialist who can work closely with our clients to provide tailored tax planning solutions and prepare accurate financial statements.

Responsibilities:

  1. Prepare and review financial statements and reports.
  2. Develop and implement effective tax strategies for individual and business clients.
  3. Collaborate with cross-functional teams to ensure seamless service delivery.
  4. Stay up-to-date with changes in tax laws and regulations, applying knowledge to benefit clients.
  5. Maintain accurate records and files, ensuring confidentiality and security.
  6. Represent the firm professionally in various settings, fostering relationships with clients and partners.
  7. Identify areas for process improvement, implementing changes that enhance efficiency and productivity.
  8. Pursue continuing education opportunities to expand skills and expertise.

Qualifications:

  • Bachelor's degree in Accounting or related field.
  • Minimum two years of experience in tax planning, preparation, and related projects.
  • Strong analytical, problem-solving, and communication skills.
  • Demonstrated ability to work collaboratively and independently, prioritizing tasks efficiently.
  • Adherence to professional standards and ethics, maintaining confidentiality and discretion.


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