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Tax Planner Specialist

Specialized Recruiting Group

1 Positions

ID: 38205

Posted On 09/11/2023

Job Overview

Tax Planner Specialist

Location: Dubuque, IA (Preference) or Platteville, WI

Responsibilities:

As a Tax Planner Specialist, your main responsibilities will include:

  • Preparation and filing of Federal and State income tax returns.
  • Handling tax return billing and tracking.
  • Reviewing prospective client tax returns to identify planning opportunities.
  • Conducting tax projections and annual tax planning for current clients.
  • Performing IRA to Roth IRA conversion analysis.
  • Monitoring IRA and Roth IRA contributions.
  • Tracking Simple IRA and 401k contributions.
  • Keeping financial advisors updated on ever-changing tax laws.
  • This role is not responsible for generating its own tax clients; instead, it focuses on servicing our existing client base.

Qualifications and Skills:

To excel in this role, you should possess the following qualifications and skills:

  • Several years of tax preparation experience.
  • CPA or EA designation preferred, must have two years of tax experience.
  • High degree of integrity, motivation, and a strong work ethic.
  • Strong analytical skills and a keen attention to detail.
  • Self-starter, problem solver, and a goal-oriented team player.
  • Ability to learn and utilize the Ultra Tax software system.

Compensation and Benefits:

Competitive compensation and benefits, including:

  • Base salary ranging from $70,000 to $130,000, based on experience
  • Room for growth
  • 5% company match for 401(k) contributions.
  • Additional bonuses

If you are an experienced tax professional looking for a rewarding opportunity to work with a dynamic team, we encourage you to apply. Contact Thackery Carter to learn more by email at Thackery.Carter@Expresspros.com.

Primary Contact

1690906985425

Cassie Gibson

Executive Recruiter,

(563)557-1064

Phone

Phone

Phone

Fax

Cassie.Gibson@SRGexpress.com

Email

True

True

True

Job Details

Categories

Accounting/Auditing

Location

Dubuque, IA

Shift

First Shift

Job Type

Employee

Full/Part

Full Time

Pay/Salary

$70,000 to $130,000


Qualifications

Education

Bachelors

Experience

2-5 Years

Company ID

36232

Job REQ #

# Positions

1

Start Date

20230911

End Date

20231029

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Specialized Recruiting Group

About the Company

Specialized Recruiting Group is an Express Employment Professionals company with a focus on Professional and Executive Search. We recruit and maintain a pipeline of highly skilled professionals in a variety of areas for interim/project assignments, contract-to-hire assignments, and permanent (direct hire) placement. Our team is uniquely equipped to help companies find the talent their business needs, and help talented professionals take the next step in their careers.

Specialized Recruiting Group is proud to serve the communities of Dubuque, Waterloo, and Southwest WI with a full offering of recruiting, training, and human resource services. Since we opened our doors, we have focused on not only helping companies find top talent, but also helping them develop and retain talent.