Senior Tax Analyst CPA EA Accounting Degree Pref

Benefits

• 401(k)
• Dental insurance
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

Are you a highly skilled tax professional with a passion for strategic financial solutions and a keen eye for detail? If you're ready to be part of a dynamic team making a meaningful impact in the lives of high-earning professionals, this is your opportunity.

At Genwealth 360, we redefine financial planning by integrating tax planning as the cornerstone of our holistic approach. Catering to a clientele of physicians and dentists we pride ourselves on delivering innovative, forward-thinking strategies that go beyond mere compliance. Join us in our mission to empower our clients with knowledge and unparalleled financial solutions.

As a Strategic Tax Analyst at Genwealth 360, you will be more than a tax expert; you'll be a financial innovator. In this role, you will analyze tax data, identify tax-saving opportunities, prepare tax returns for our high networth medical professionals and practice owners, and ensure compliance, all while contributing to comprehensive financial strategies that optimize our clients' overall fiscal health.

• Conduct in-depth tax research and analysis, ensuring alignment with federal, state, and local laws.
• Prepare and review complex tax returns for high-net-worth individuals and corporate entities.
• Proactively identify and recommend tax-saving strategies.
• Collaborate with financial planners to integrate tax strategies into broader financial plans.
• Stay abreast of tax law changes, translating them into actionable strategies.
• Educate and advise clients, enhancing their understanding and engagement.

• Bachelor's degree in Accounting, Finance, or related field (Master's In Accounting, Enrolled Agent, CPA preferred).
• 3-5 years of experience in tax analysis/ tax preparation, with a focus on high-net-worth individuals, complex tax planning, and strategic financial management.
• Profound knowledge of tax laws and regulations.
• Proficiency in Pro Series and Microsoft Excel.
• Exceptional analytical, problem-solving, and organizational skills.
• Ability to thrive in a collaborative environment and meet tight deadlines.

• Competitive salary of $105,000 per year.
• A comprehensive benefits package, including healthcare, dental, and retirement plans.
• Unique professional development opportunities, including on-going training and mentorship.
• A collaborative, supportive, and innovative work culture.
• Pathways for career growth and advancement in a pioneering financial firm.