
Financial Planning Specialist
3 days ago
We are seeking a skilled and detail-oriented professional to join our team in the preparation of accurate and timely US Individual and Business Tax Returns. The ideal candidate will have experience with multiple cloud-based software and excellent communication skills.
Key Responsibilities:
- Prepare and submit tax returns for individuals and businesses, ensuring compliance with relevant tax laws and regulations.
- Collaborate with team members to deliver exceptional client services and support process improvements initiatives.
- Conduct thorough research to stay up-to-date with the latest changes in tax laws and regulations, assessing their impact on the organization.
Requirements & Qualifications:
- A minimum of 2 years of experience in a relevant field, preferably in taxation or accounting.
- Accredited certification in accounting (ACCA/CA) or equivalent qualification.
- Excellent written and verbal communication skills, with a strong emphasis on English proficiency.
- Proficient in Microsoft Office, particularly Excel, with a high degree of computer literacy.
- Demonstrated attention to detail and accuracy in communication.
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