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 Category | Miscellaneous |