Tax Specialist

Contenido de trabajo

To assist clients in minimizing tax liabilities, developing tax-saving strategies, and providing guidance on tax-related issues. They analyze financial data, prepare and file tax returns, and stay updated with changes in tax laws. They collaborate with other professionals and maintain client relationships by providing exceptional service. Their goal is to help clients make informed financial decisions that minimize tax liabilities while achieving their financial goals.

Responsibilities

Your responsibility is to help clients minimize their tax liabilities by developing tax-saving strategies and providing guidance on tax-related issues. The role of a tax planner may include:

• Meeting with clients to understand their financial situation and goals.
• Analyzing financial data to identify tax-saving opportunities.
• Developing tax planning strategies that align with the client’s financial goals.
• Providing guidance on tax-related issues and answering client’s questions.
• Preparing and filing tax returns for clients.
• Staying up-to-date with changes in tax laws and regulations.
• Collaborating with other professionals in the firm, such as accountants, financial planners, and bookkeepers to provide comprehensive financial advice to clients.
• Building and maintaining client relationships through regular communication and exceptional service.

Overall, a tax planner working for Avrio is responsible for helping clients make informed financial decisions that minimize their tax liabilities while achieving their financial goals.

Qualified Candidates Criteria

Your resume should be customized towards this opportunity. Meaning you show related experience and skills. (resume’s that are not will not be accepted)

Your cover letter should show that you have researched about us (there must be a cover letter).

Assessments have to be completed in order for us to look at your application.

Job Type: Full-time

Pay:TBD

Hiring Process

Our hiring works in stages, at each stage if the candidate is not qualified we will let them know asap so that the candidate look for other opportunities and we may also ask you for a quick survey to tell us what you thought about our hiring process.

Once your resume has piqued our interest, you will be sent a message with instructions of what to do next.

Then we will set up an online interview

Once passed the 2nd stage, we will check your references & do a final interview

Future of this role

• KPI Bonus
• Advancement through promotions

Job Type: Full-time

Salary: $45,000.00-$60,000.00 per year

Benefits:

• Paid time off

Schedule:

• Monday to Friday
• Weekend availability

Supplemental pay types:

• Bonus pay
• Commission pay
• Overtime pay

Experience:

• Account management: 2 years (required)

Language:

• English (preferred)