Guardian Life
Guardian Life is a comprehensive insurance provider offering a wide range of insurance products and services. Founded 160 years ago, the company has grown to serve over 12 million people daily. Guardian Life specializes in various insurance plans, including life, disability, dental, vision, accident, critical illness, and hospital indemnity insurance. The company also provides workforce solutions such as group benefits, absence management, paid leave, and benefits technology. Furthermore, Guardian Life offers investment services, annuities, and retirement plans, supported by financial professionals. The firm is committed to social responsibility, equity, and inclusion, partnering with organizations to foster well-being and financial health. With a strong network and deep industry experience, Guardian Life continues to be a reliable partner in protecting individuals and families while preparing them for the future.
Life Insurance • Disability Insurance • Group Benefits • Annuities • Investments
Tax Planning Consultant
April 22
🇺🇸 United States – Remote
💵 $97k - $159.3k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
💰 Tax
🦅 H1B Visa Sponsor
Guardian Life
Guardian Life is a comprehensive insurance provider offering a wide range of insurance products and services. Founded 160 years ago, the company has grown to serve over 12 million people daily. Guardian Life specializes in various insurance plans, including life, disability, dental, vision, accident, critical illness, and hospital indemnity insurance. The company also provides workforce solutions such as group benefits, absence management, paid leave, and benefits technology. Furthermore, Guardian Life offers investment services, annuities, and retirement plans, supported by financial professionals. The firm is committed to social responsibility, equity, and inclusion, partnering with organizations to foster well-being and financial health. With a strong network and deep industry experience, Guardian Life continues to be a reliable partner in protecting individuals and families while preparing them for the future.
Life Insurance • Disability Insurance • Group Benefits • Annuities • Investments
📋 Description
• Provide case consultation and sales support to financial representatives • Analyze financial documents to evaluate strengths of businesses • Review personal and business tax returns for sales opportunities • Prepare business valuations and model tax strategies • Educate producers on advanced planning concepts • Demonstrate superior presentations skills • Collaborate with key enterprise-wide collaborators
🎯 Requirements
• Juris Doctor (JD) law degree required • CPA preferred • CFP/CLU/ChFC preferred • Expert knowledge of tax planning • Comprehensive knowledge of business owner marketplace • Working knowledge of life and disability insurance for businesses • Superior verbal, written and presentations skills • Flexible to work on multiple projects under tight deadlines • Effective communication with various teams • Ability to work independently
🏖️ Benefits
• Professional and personal support • Skill-building opportunities • Leadership development • Philanthropic opportunities • Supportive and flexible resources
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