Job Description Job Description Job Title: Tax Preparer / CPA Location: Hickory, NC Department: Tax & Financial Planning Reports To: Managing Partner Position Overview We are a fast-growing firm committed to delivering holistic, tax-efficient financial solutions. We are seeking a detail-oriented and client-focused Tax Preparer/CPA to join our team. This role is pivotal in integrating tax planning with investment advisory services, ensuring clients receive coordinated, forward-looking financial guidance. The ideal candidate will bring technical expertise in tax preparation and compliance, a collaborative mindset, and a passion for empowering clients through strategic tax planning. Key Responsibilities Tax Preparation & Compliance • Prepare and review individual (1040), business (1120, 1065), trust, and estate tax returns • Ensure compliance with federal, state, and local tax regulations • Respond to IRS and state agency notices and represent clients when necessary • Maintain accurate documentation and client records in accordance with firm policies Strategic Tax Planning • Collaborate with financial advisors to develop tax-efficient distribution strategies (e.g., Roth conversions, RMD planning, bracket management) • Analyze retirement income plans to identify tax-saving opportunities • Participate in annual tax projection meetings and year-end planning sessions Client Engagement & Education • Review client financial data and understand goals • Communicate complex tax concepts in a clear, empowering manner • Provide proactive updates and reminders regarding tax deadlines and planning opportunities Internal Collaboration & Workflow • Coordinate with advisory and operations teams to ensure seamless client experience • Track workflow status and contribute to process improvements • Stay current with tax law changes and contribute to internal knowledge sharing Qualifications • CPA designation preferred • Minimum 3 years of experience in tax preparation, preferably in a financial advisory or public accounting setting • Proficiency in tax software (e.g., UltraTax, Drake, or similar) and financial planning tools (e.g., Holistiplan, RightCapital) • Strong understanding of retirement planning concepts and tax-efficient withdrawal strategies • Excellent communication and interpersonal skills • Commitment to client confidentiality, integrity, and professionalism Professional Development & Growth • Continuing education support for tax law updates and planning strategies • Opportunity to contribute to educational content (e.g., webinars, client guides) • Pathway to leadership roles within the tax planning division Company Description Southeast Retirement Planners is a fast growing investment firm dedicated to delivering holistic, tax-efficient financial solutions. Company Description Southeast Retirement Planners is a fast growing investment firm dedicated to delivering holistic, tax-efficient financial solutions.
...responsible for delivering food to customers with excellent customer service and a positive attitude. Why deliver for us: Great pay- Daily cash tips$12/HR Benefits - Mileage Reimbursement and Vehicle Maintenance Discounts Schedule - Flexible scheduling and...
...leadership experience, required . OASIS experience, required. OASIS certification (HCS-O, COQS, and/or COS-C), preferred . Homecare Homebase (HCHB) experience, preferred . CMS PDGM billing knowledge and/or experience, preferred . Additional Information Normal...
...Analysts We are seeking medical analysts with experience in preparing Medicare Set Asides and Medical Cost Projections. This includes reviewing records, preparing the narrative and an appropriate allocation for medical treatment and prescription medications. Candidates will...
...Job Description Job Description High School Theology Teacher Position Summary Holy Cross School is seeking a High School Theology Teacher. Candidates must be practicing Catholic with an active faith life, experienced in the subject matter, and committed to...
...Full Time (35hrs) (Rotating Shift) Pay: $18.25 per hour Work Location: Emergency Shelter Location: Coney Island Avenue Brooklyn, NY 11230 Job Description: The Residential Aide at a homeless shelter provides essential support and assistance to individuals experiencing...