Job Description

Job Description

Job Description

Description:

Vision Financial Group, a dynamic, holistic financial services organization, is seeking a highly organized individual to fill the role of Accounting and Tax Consultant. The ideal candidate will have detailed knowledge of tax planning as it relates to client financial planning, and will exhibit a high degree of professionalism and discretion.

Vision Financial Group offers a full range of benefits including health, dental, vision, life, accident, 401(k) with employer contribution, and the potential for flexible work arrangements.

Job duties will focus primarily on the following categories:

Tax Preparation and Entry:

• Prepare and accurately input tax data into appropriate software systems
• Review financial records, statements, and relevant documents to ensure accuracy in tax filings
• Calculate taxes owed, identify deductions, and advise on credits to minimize liabilities

Client Interaction and Consultation:

• Engage with clients to understand their financial situations and tax requirements
• Conduct meetings to discuss tax returns, addressing any queries and offering comprehensive explanations
• Provide personalized tax advice and strategies to optimize clients' financial outcomes

Compliance and Regulation Adherence:

• Stay updated with tax laws, regulations, and policies to ensure compliance in all filings
• Implement best practices and procedures to maintain accuracy and meet regulatory standards

Documentation and Recordkeeping:

• Maintain thorough documentation of all tax-related information and filings for audit purposes
• Organize and manage client records in a secure and accessible manner

Investment Management Tax Planning Support:

• Collaborate with investment managers and financial advisors to gather necessary documents and reports
• Analyze investment portfolios and transactions to identify tax implications and strategies
• Assist in the preparation of investment-related documents for tax planning purposes, ensuring accuracy and compliance
• Provide insights and recommendations regarding investment decisions for tax optimization
• This underscores the Tax Consultant's involvement in leveraging investment-related information to strategize and optimize tax planning for clients

Qualifications for this role include:

• Bachelor's degree in Accounting or related field required; or equivalent experience
• Valid CPA licensure
• 5+ years of personal and business tax preparation experience preferred
• Understanding of investments and financial planning strategies
• Strong attention to detail with the ability to work efficiently and accurately
• Strong financial and analytical skills
• Self-starter, problem solver, goal-oriented, and a team player
• Excellent customer service, communication, and relationship building skills

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