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Tax Specialist

Grand Blanc, MI
Posted 2 months ago

A successful and rapidly-growing RIA firm is seeking to add one tax professional to their office in the Grand Blanc, MI area. This is a great opportunity for someone who is a tax preparer and wants to join a strong independent RIA firm and work with existing clients in a collaborative environment. Growth potential in the firm.

Job Description and Requirements

  • Help with tax returns from key clients
  • Meet with clients as part of the team providing tax solutions
  • Take calls from existing clients to help solve tax related issues
  • Drake Software is a plus (can be trained)
  • CPA a plus (ample study time if interested in pursing CPA)
  • Firm is supportive of employee pursing becoming a enrolled agent, financial advisor or CPA

Job Features

Job CategoryMiscellaneous

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