Join Genwealth 360: Where Innovation Meets Expertise in Tax Strategy
Are you a highly skilled tax professional with a passion for strategic financial solutions and a keen eye for detail? At Genwealth 360, we're not just about numbers; we're about shaping the future of financial management. 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.
Company Overview:
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.
Position Overview:
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, and ensure compliance, all while contributing to comprehensive financial strategies that optimize our clients' overall fiscal health.
Key Responsibilities:

• 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.

Qualifications:

• Bachelor's degree in Accounting, Finance, or related field (Master's, Enrolled Agent, CPA preferred).
• 5-7 years of experience in tax analysis, 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.

Benefits:

• 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.

How to Apply:
Are you ready to join a team where your expertise not only ensures compliance but drives financial innovation? If you're a dedicated tax professional eager to make a significant impact, we want to hear from you. Please submit your resume and a cover letter detailing your qualifications and your vision for the role to admin@genwealth360.com
Embark on a career that transcends the ordinary. Apply today and become a pivotal part of our trailblazing team at Genwealth 360 Inc.