Tax Planning (CPA, CFA or Master's in Taxation)
Valur
This job is no longer accepting applications
See open jobs at Valur.See open jobs similar to "Tax Planning (CPA, CFA or Master's in Taxation)" Canaan Partners.POSITION SUMMARY:
• Help customers (founders, investors and startup employees) understand their tax options to preserve more of their assets. Must have experience dealing with QSBS eligible assets.
• Work with us as we build software to help clients execute setting up these structures on realizing these benefits
Experience in:
• Preparation of tax projections and related estimated payments; analyze client information and offer recommendations for reducing client tax liabilities; perform tax research.
• Tax return preparation: Prepare fiduciary (complex, grantor, simple and split-interest), gift, individual and private foundation tax returns, including preparation of work papers and lead sheets
COMPETENCIES REQUIRED:
• Minimum 7+ years’ experience in tax preparation.
• Excellent knowledge of federal and state tax laws and regulations.
• Strong written and verbal communication skills. Must be able to communicate clearly and concisely with senior management, client administration, portfolio managers and high-net-worth clients.
• Strong reconciliation and analysis skills.
EDUCATIONAL REQUIREMENTS:
• Bachelors’ degree required.
• Master’s degree in taxation or CPA required
This job is no longer accepting applications
See open jobs at Valur.See open jobs similar to "Tax Planning (CPA, CFA or Master's in Taxation)" Canaan Partners.