What are the responsibilities and job description for the Certified Public Accountant position at LF Staffing Services, Inc.?
We are seeking a Tax Professional to work directly with our Wealth Management clients. Our team of professionals help customers create a well-thought-out strategy, using a variety of investments and insurance products and services, to address their financial needs and concerns. This person will offer tax strategy advice and prepare taxes (both personal and corporate). We offer paid employee health benefits, vacation and sick time, 100% company paid life insurance and long-term disability, along with competitive pay.
Expectations:
•Meet with current and prospective clients with advisors to provide tax planning and tax preparation work
•Analyze tax issues and recommend strategies
•Maintain positive client relationships
•Respond timely to clients to answer questions and provide requested tax planning and preparation deliverable
•Participate in marketing webinars/seminars representing the tax planning aspect of our business
Qualifications/Skills:
•Requires a minimum 3 years of tax planning and preparation experience
•Experience filing 706 and 709s
•Experience with tax preparation for estate planning and trusts
Special Considerations or Requirements:
- CPA certification is required.
- Background Check is required.
- Spanish is a plus
Salary : $40 - $45
