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Tax Planning Officer
$57,000 - $92,000/Yr
Leddy Group - Lebanon, NH
posted 2 months ago
Full-time - Entry Level
Onsite - Lebanon, NH
Administrative and Support Services
About the position
The Tax Planning Officer position at Leddy Group is a full-time, direct-hire role focused on providing tax planning services and preparing personal tax returns. This role is ideal for detail-oriented individuals who thrive in a dynamic environment and are committed to delivering exceptional client service. The position offers a range of benefits and opportunities for professional growth.
Responsibilities
- Prepare personal tax returns
- Provide tax planning advice
- Serve as liaison between financial advisors and outside accounting firm
- Maintain accurate records
- Deliver exceptional service and maintain strong client relationships
- Perform additional tasks and various projects as assigned
Requirements
- Bachelor's degree in Business, Accounting, or Finance
- Professional designations (e.g., CPA or EA) preferred
- Prior accounting and tax experience
- Attention to detail
- Strong communication and interpersonal skills
Benefits
- Medical insurance
- Dental insurance
- Life insurance
- Accidental insurance
- Generous PTO
- 401(k)
- Profit sharing
- Employee loan program
- Discounted banking services
- Reimbursement for gym memberships and fitness classes
- Tuition reimbursement
