Robert Half - Concord, NH
posted 3 months ago
Full-time - Entry Level
Hybrid - Concord, NH
Administrative and Support Services
About the position
The Tax Planning Officer position at Robert Half involves providing comprehensive tax services, including the preparation of personal tax returns and tax planning. The role serves as a liaison between financial advisors and tax clients, ensuring effective communication and support. This hybrid position offers flexibility in work location and is ideal for candidates with relevant experience in tax services.
Responsibilities
- Preparation of tax and tax planning documents, correspondence, and reports.
- Prepare personal tax returns for review, tax organization, and maintain files.
- Process and answer incoming tax inquiries, including researching IRS or State notices received by tax clients.
- Assist with preparing responses for the accountant's review and maintain relationships with contacts and clients.
- Work closely with and assist Financial Advisors with tax planning activities and projects.
- Act as a liaison with external auditors.
- Maintain Policies and Procedures surrounding Regulatory Compliance.
- Act as a back-up for other tax reporting functions.
Requirements
- Prior experience in a similar role.
- Bachelor's degree is a MUST.
- CPA or EA preferred but not required.
- Knowledge of tax return preparation and tax planning.
- Experience with client management.
Benefits
- 4-5+ weeks PTO
- All holidays
- Profit sharing
- 401K
- Health insurance
- Dental insurance
- Flexible schedules
