Role Overview
A U.S.-based organization is looking for a diligent and detail-focused Tax Preparation & Planning Analyst to work remotely. In this role, you will manage tax return preparation, perform in-depth research, and contribute to planning strategies that support compliance and financial efficiency for individual and corporate clients.
Key Responsibilities
- Prepare accurate federal and state tax returns for individuals and businesses, ensuring timely submission and full adherence to current regulations.
- Support the development of tax-saving strategies by analyzing client situations and identifying opportunities to reduce liabilities.
- Conduct ongoing research into evolving tax laws and interpret how changes affect client obligations and planning options.
- Communicate directly with clients to collect financial documentation, clarify tax positions, and provide updates on filing status and planning outcomes.
- Collaborate with finance and accounting professionals to align tax initiatives with broader financial objectives and reporting requirements.
