What are the responsibilities and job description for the Senior Tax And Advanced Planner position at Avid Wealth Partners?
Company Description
Avid Wealth Partners specializes in empowering wealth builders through expert financial planning and wealth management services. Our mission is to guide individuals towards their financial goals, offering tailored strategies and personalized advice to maximize wealth growth and security. With a dedicated team of financial experts, we are committed to providing unparalleled service and innovative solutions to help you build and preserve your wealth for generations to come. Join us on the journey to financial success and let's build your legacy together.
Role Description
This is a full-time on-site role for a Senior Tax and Advanced Planner located in San Antonio, TX. The Senior Tax and Advanced Planner will be responsible for providing advanced tax planning and financial strategies. Tasks include preparing and reviewing tax returns, developing tax plans, advising clients on tax matters, and staying current with tax laws and regulations. The role also involves building and maintaining client relationships and collaborating with the financial planning team to deliver comprehensive wealth management solutions.
Qualifications
- Expertise in Tax Planning, Tax Preparation, and Tax Compliance
- Strong knowledge of Financial Planning and Wealth Management strategies
- Experience with Client Relationship Management and providing personalized advice
- Ability to analyze and interpret tax laws, regulations, and requirements
- Excellent written and verbal communication skills
- Strong analytical and problem-solving skills
- CPA designation or related certification is preferred
- Bachelor's degree in Accounting, Finance or related field
- Minimum of 5 years of experience in tax planning and financial advisory roles