Tax Associate

YTS Wealth Management
Any Location, PA
Category Finance
Job Description
The Tax Preparer/Tax Associate will provide expert tax preparation services for clients of a wealth management and insurance company, preparing and reviewing individual and corporate tax returns, and offering tax planning advice to help clients minimize liabilities and achieve their financial goals.

Requirements

  • Bachelor’s degree in Accounting, Finance, or a related field
  • 3+ years of experience in tax preparation, preferably in a wealth management or financial services environment
  • CPA or EA certification preferred
  • Registered tax preparer with active PTIN a plus
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