Research and identify tax planning opportunities and quantify the corresponding cost savings. This quantification of tax planning opportunities will be created by leveraging one's planning experience, making appropriate assumptions, and consulting with other expert tax planners.
Once collected, turn tax planning opportunities into decision rules, either independently or with an assistant.
Define project objectives and create project timelines.
Stick to the defined schedule, identify priorities, surface challenges and communicate regularly with project stakeholders.
Work with other tax planners as a leader, maintaining quality control and managing meetings.
Required Experience / Skills
Demonstrate in-depth technical expertise in income tax planning
U.S. Certified Public Accountant (CPA) license
5+ years tax preparation and advisory experience
Excellent interpersonal skills
Comfort establishing and meeting measurable goals and milestones, including time frames and priorities
Experience previously creating processes for working with or advising individuals on tax related matters is a plus
Subject matter writing and editing experience a plus
Familiarity with state-level income tax a plus
For consideration, please email a resume to: HGoldin@Altfest.com
Altfest Personal Wealth Management is an Equal Opportunity Employer.