The Financial & Estate Planning Specialist leads the financial planning department and supports the tax team by processing various tax returns and developing comprehensive financial and estate plans. This role ensures clients receive coordinated, strategic guidance to optimize their financial and tax outcomes
Duties and Responsibilities
Prepare and process 1040, 1041, 1120-S and 709 gift tax returns accurately and timely
Develop customized financial and estate plans aligned with client goals
Present financial plans and strategies clearly and professionally to clients
Collaborate closely with the portfolio management team on tax-related matters
Manage administrative procedures across multiple client accounts efficiently
Contribute to special projects as assigned to enhance department operations
Bachelor's degree in finance, accounting or related field
CPA license preferred
Minimum of 1 year of tax preparation experience
Strong attention to detail and accuracy
Willingness to offer support across various team functions as needed