CPA - Tax Program Specialist
CPA - Tax Program Specialist
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Salary Not Disclosed
1 Vacancy
Job Description
Liberty FCU a fullservice credit union is seeking a CPA Tax Program Specialist to help develop implement and manage the tax program within our Wealth Management department. This individual will require a deep understanding of tax regulations have excellent analytical skills and have a passion for helping clients optimize their tax strategies. At Liberty Wealth Services we are dedicated to providing our clients with innovative financial solutions and exceptional service. Our practice is launching a tax program aimed at helping members maximize their tax efficiency and achieve their financial goals. This expansion is driven by a sustained increase in client demand for comprehensive financial services. As our firm continues to grow and serve a broader portfolio of clients with complex financial needs the addition of a skilled accountant is essential to maintain our commitment to accuracy efficiency and exceptional client service. This role will directly support our mission to provide trusted personalized financial guidance while maintaining the high standards our clients expect. Thus we seek a skilled CPA to join our dynamic team. If interested proceed by clicking apply.
Duties and responsibilities include but are not limited to:
- Develop and implement comprehensive tax strategies tailored to clients needs
- Provide tax planning and compliance services for individual and business clients
- Analyze tax regulations and ensure compliance with federal and state laws
- Collaborate with financial advisors to integrate tax strategies into overall wealth management plans
- Prepare and review tax returns ensuring accuracy and timeliness
- Educate clients on tax implications of investment decisions and financial strategies
- Conduct workshops and seminars for clients and staff on taxrelated topics
- Stay current on tax law changes and industry trends
- Assist in guiding/leading CPA program development
Qualifications:
- Certified Public Accountant (CPA) designation
- Bachelors degree in accounting finance or related field; masters degree preferred
- Minimum of 3 years of experience in tax planning and compliance preferably in a financial services or wealth management setting
- Strong knowledge of tax regulations and laws
- Excellent analytical and problemsolving skills
- Strong communication and interpersonal skills with the ability to explain complex tax concepts clearly
- Proficiency in tax software and Microsoft Office Suite
- Ability to work independently and as part of a team in a fastpaced environment
Benefits and Compensation:
- Paid Holidays
- Paid Time Off (Vacation Sick and Personal Days)
- Medical Dental and Vision Insurance
- 401(k) retirement program with matching funds
- Employer paid Group Term Life Insurance Short Term and Long Term Disability Insurance
- Tuition Reimbursement Program
Liberty Wealth Services is a diverse and forwardthinking financial advisory practice with offices across three states. While we are located within Liberty Federal Credit Union our team operates as an independent and sophisticated practice delivering personalized highlevel financial strategies that exceed the traditional credit union advisory experience. Liberty Federal Credit Union offers a unique opportunity as one of the regions largest and fastest growing credit union currently employing more than 800 staff members across nine states and assets over $4.3 billion. We take pride in serving a broad range of clients with dynamic and tailored financial solutions. While we are committed to making expert guidance accessible to all our typical client tends to have more complex financial needs and greater resources than the general demographic of the communities we serve. This unique positioning allows us to bridge the gap between communitybased service and affluentlevel advising offering our clients the best of both worlds: trusted relationshipdriven support with the depth and precision of a premier wealth management firm.
Liberty FCU is an Equal Opportunity Employer Minority/Female/Disability/Protected Veteran.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
