Senior Tax Advisor - Concord California

Company: VirtualVocations
Location: Concord, California
Posted On: 11/21/2024

A company is looking for a Sr. Tax Advisor to provide personalized financial planning and tax advisory services.



Key Responsibilities

Develop and implement tax strategies for clients
Provide comprehensive tax planning and compliance services
Collaborate with financial planners to integrate tax strategies into overall financial plans


Required Qualifications

Advanced degree in Taxation, Accounting, or related field
Professional certification such as CPA or EA
Extensive experience in tax advisory or related roles
Strong knowledge of federal and state tax laws
Experience with financial planning processes and investment management More...

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