Senior Tax Specialist

November 7

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Lido Advisors, LLC

WebsiteLinkedInAll Job Openings

Alternative Investments • Asset Allocation • Family Office Development • Legacy Planning • Professional Wealth Services

201 - 500 employees

Founded 1999

💸 Finance

👥 B2C

Description

• Lido Advisors and LTax is seeking to hire a Senior Tax Specialist. • Prepare and review personal federal and state tax returns. • Assist with the preparation of quarterly/periodic estimated tax calculations. • Research tax notices from federal/state agencies and prepare written correspondence as needed. • Participate actively in client meetings and tax planning sessions. • Use a broad range of tax tools and techniques to ensure efficiency and accuracy. • Stay current on regulatory changes related to the tax code. • Supports corporate culture from a learning and team-building perspective.

Requirements

• Bachelor’s degree and a minimum of 3 years of relevant experience. • CPA license required. • Experience with some or all of the following: CCH Axcess Tax, CCH Axcess Workflow, TaxCaddy, SurePrep. • Experience with UHNW tax and planning engagements preferred. • Strong analytical and problem-solving skills. • Excellent written and verbal communication skills. • Must be highly organized, technically strong, and an enthusiastic, effective team player. • Ability to think strategically and creatively in a fast-paced environment. • Proven ability to self-start, take initiative, work collaboratively, and drive results. • Experience with Excel/Word/Outlook/Salesforce/PowerPoint, with an emphasis on Excel.