Tax Advisor

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TrueBooks CPA

SiteLinkedInTodas as Vagas

1 - 10 funcionários

Fundada em 2019

💼 Consultoria

💸 Finanças

🏠 Imobiliário

Consulting • Finance • Real Estate

A TrueBooks CPA é uma firma especializada de contabilidade pública certificada que ajuda contribuintes de alta renda, investidores imobiliários e empreendedores a minimizar os encargos fiscais e tomar decisões financeiras estratégicas. Eles oferecem planejamento tributário, preparação de impostos, contabilidade, folha de pagamento e serviços contábeis, além de um Centro de Impostos online com cursos, chamadas ao vivo e modelos para apoiar os clientes. A TrueBooks enfatiza uma estratégia fiscal proativa, expertise específica da indústria (notadamente investidores imobiliários e de locações de curto prazo), e utiliza um portal de clientes e um processo de integração para oferecer serviços personalizados, contínuos de consultoria e compliance.

Descrição

• Meet with clients to assess their financial situation, understand their financial goals, and ascertain their tax obligations • Analyze client’s financial data to evaluate their tax obligations, and develop tailored tax planning strategies to minimize their tax liabilities within the confines of the law • Provide expert advice on various tax strategies such as income shifting, tax credits, deductions, tax deferrals, retirement planning, and other tax-saving methods • Guide clients through the implementation process of the tax-saving strategies, ensuring they understand the necessary steps and legal requirements • Conduct in-depth analyses to estimate the potential tax savings for clients through the implementation of recommended strategies and help them make informed decisions • Stay current with the latest tax laws, regulations, and trends to ensure client’s tax strategies are compliant and maximize benefits under prevailing tax codes • Assist clients in maintaining proper records and documentation required for tax filing and compliance purposes • If required, assist clients with preparing and submitting their tax returns, ensuring accuracy and adherence to tax regulations • Regularly educate clients on tax-related topics and how changes in tax laws might affect their financial situation and tax planning strategies • Evaluate the risks associated with different tax strategies and communicate them to clients so they can make informed decisions • Build and maintain strong client relationships through excellent service and by keeping clients informed of pertinent tax information • Pursue continuing education to keep abreast of changes in tax law and best practices in tax planning and advisory services

🎯 Requisitos

• Bachelor’s degree in Accounting, Finance, Taxation, or a related field • A Master’s degree in Taxation is preferred • CPA, EA, or CTP designation is desirable • A minimum of 2-5 years of experience in tax advisory, tax planning, or a related role • Comprehensive knowledge of tax laws, regulations, and best practices • Excellent analytical and problem-solving skills • Strong interpersonal and communication skills • Ability to work independently and as part of a team • Proficiency in tax preparation software and other relevant financial applications • High ethical standards and professionalism • Commitment to continuous professional development

🏖️ Benefícios

• Dental insurance • Flexible schedule • Health insurance • Paid sick time • Paid time off • Vision insurance • Work from home