1 Tax advisor Job in Moline, IL
Sorry! This job is no longer available. Please explore similar jobs listed on the left.
The Planning Center is Hiring a Tax advisor Near Moline, IL
What if tax season could be less taxing?
Enjoy tax work, but hate the hours that tax season brings? Happy to see the families you serve when they come in, but wish there was time to help them make choices in advance rather than reacting to choices already made?
Glad to see 4 / 15 come around but dreading the audit, bookkeeping, and other work that your firm will inevitably bounce your way?
Who We Are
The Planning Center is a fee-only financial planning firm that provides a safe place for their clients to discuss what matters most to them and their family.
Our goal is to help people make better decisions as they navigate life's transitions and guide them toward the life they want.
We have five locations within the U.S. and are continuing to expand our office and client footprint. As a mid-size privately owned company, we value diverse perspectives, entrepreneurial thinking, and above all, a commitment to always act in our client’s best interests.
Tax planning and return preparation are an integral part of our financial planning services. We’re looking for a tax professional to join our team who can focus on tax matters for our clients throughout the year.
A great team member will work collaboratively with our families and planners, focused on good outcomes and happy clients.
Our unique model allows our tax team to have conversations year-round with our client families that lead to informed choices and better results when filing time comes around.
At The Planning Center, you’ll be part of our team with a collaborative, entrepreneurial mindset that is focused on changing the way our clients make decisions about life and money.
We strive to maintain a forward-looking focus on our tax services. We value work / life balance. You can have a life during tax season and impact families around the country by joining a firm that embraces our fiduciary responsibility to clients and encourages you to build a life and career that you are proud of.
In addition, we provide a competitive salary and benefits package.
What You Will Do
Your responsibilities will include :
- Lead the tax service relationship for many of our clients;
- Perform tax law research as needed to support the team;
- Collaborate extensively with our tax team and financial planners to best serve our clients; and
- Engage in professional development to expand your knowledge and stay current with our ever-changing tax laws.
What You Need
- CPA or EA license
- Bachelor’s degree in Accounting
- Master’s degree desired but not required
- 8 years of tax experience
- Proficiency with technology in a paperless tax preparation environment
- Strong interpersonal skills to lead client facing services
- High professional integrity
- Attention to detail
What We Are Offering
- Competitive compensation - $90k to $130k, depending on qualifications and experience
- 401(k) match up to 6% of compensation
- Paid time off holidays
- Fully paid parental leave
- Work from home flexibility 2 days a week
- Health insurance for you and your family (90% of individual premiums and 70% of family premiums covered by TPC)
- Dental insurance (50% of premium covered by TPC)
- Life insurance ($50k policy fully covered by TPC)
- Disability insurance (Fully covered by TPC)
- Continuing education budget
- Professional dues paid
Last updated : 2024-05-11
Job Summary
Full Time
Wholesale
$87k-109k (estimate)
04/29/2024
05/13/2024
planning.center
SEOKDAE-DONG, BUSAN
50 - 100
2006
SEUNG JUN BAEK
<$5M
Wholesale
Related Companies
The job skills required for Tax advisor include Accounting, Planning, CPA, Integrity, Attention to Detail, Financial Planning, etc. Having related job skills and expertise will give you an advantage when applying to be a Tax advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Tax advisor. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Tax advisor positions, which can be used as a reference in future career path planning. As a Tax advisor, it can be promoted into senior positions as a Finance Manager, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Tax advisor. You can explore the career advancement for a Tax advisor below and select your interested title to get hiring information.
If you are interested in becoming a Tax Advisor, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Tax Advisor for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Tax Advisor job description and responsibilities
Typically, tax advisors charge a lump sum for services rendered.
03/21/2022: Albany, NY
Some run their own offices, some work for large corporations and tax-preparation chains, and some branch out to become certified financial planners.
02/15/2022: Olympia, WA
Tax consultants offer a variety of services to their clients.
04/03/2022: Gainesville, FL
Tax consultants usually work for financial consulting firms, public accounting firms or government agencies.
02/20/2022: Columbia, SC
Business owners may opt to take advantage of a customized plan from a tax consultant.
01/19/2022: Charleston, WV
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Tax Advisor jobs
The tax consultant does not have to do all the work himself, but can use the help of expert staff (tax clerks, tax specialists, etc.).
03/04/2022: Allentown, PA
That accounts for a small fraction of the 34 million consumers who use software to prepare and file tax returns each year.
01/26/2022: Monroe, LA
Taxpayers should also maintain copies of tax returns and related documents themselves, Curtis says.
02/23/2022: Lima, OH
The Accredited Business Accountant/Advisor and Accredited Tax Preparer are examples of programs that help preparers fulfill the Annual Filing Season Program requirement.
03/05/2022: Long Beach, CA
The work of a tax adviser depends on the nature and size of the employer.
04/05/2022: Mobile, AL
Step 3: View the best colleges and universities for Tax Advisor.
Similar Jobs
Popular Articles
