Current Open Positions

Tax Specialist

Description:

Our client is a wealth management firm that has been serving individuals, families and privately-owned business for over 20 years. They are seeking a CPA or Enrolled Agent to join their team.

*** This can be a flexible arrangement position, especially for a more seasoned tax professional. ***

Responsibilities:

1. 1) Prepare tax returns for individuals, as well as some trust and estates
2. 2) Participate in tax planning and strategy meetings
3. 3) Assist with other aspects of the business, work on special projects

Requirements:

1. • CPA or Enrolled Agent
2. • 5+ years of tax experience, with an emphasis on individual tax returns
3. • Experience with tax planning
4. • Trust and Estate tax return experience a plus
5. • Able to work independently
6. • Excellent interpersonal and client meeting skills

Salary:

Commensurate with experience

Location:

Glastonbury, CT