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CPA Tax Planning Specialist
Job in
San Bernardino, San Bernardino County, California, 92409, USA
Listed on 2026-03-05
Listing for:
Virtual Vocations Inc
Full Time
position Listed on 2026-03-05
Job specializations:
-
Finance & Banking
Tax Advisor, Accounting & Finance -
Accounting
Tax Advisor, Accounting & Finance
Job Description & How to Apply Below
Key Responsibilities Assist clients in understanding their tax situations and identify planning opportunities Collaborate with internal specialists on tax and wealth transfer matters Stay updated on tax law changes and communicate impacts to clients and advisors
Required Qualifications Active CPA license required 4+ years of high net worth tax planning experience
Experience with tax planning technologies Proficiency in MS Excel, Word, and BNA Income Tax Planner Advanced research skills for complex client issues
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