Assistant Vice President, Tax Overlay
LPL Financial
VBA
Partner Tax Preparation Advisor, Manager
PwC
full-time
Posted on:
Location Type: Hybrid
Location: New York City • Illinois, New York, North Carolina, Ohio • 🇺🇸 United States
Visit company websiteSalary
💰 $73,500 - $244,000 per year
Job Level
Mid-LevelSenior
About the role
- Lead and oversee individual tax compliance and planning for executives
- Manage client accounts with a focus on strategic planning and team mentoring
- Achieve project success by maintaining exemplary standards and leveraging technology
- Build and sustain trusted relationships with executive-level clients
- Utilize project management skills to handle resource needs and project workflow
- Inspire and develop junior staff through practical coaching and guidance
- Embrace innovation to enhance service delivery
Requirements
- Bachelor's Degree in Accounting, Finance
- 4 years of experience
- Certified Public Accountant (CPA), Enrolled Agent or Member of the Bar
Benefits
- medical
- dental
- vision
- 401k
- holiday pay
- vacation
- personal and family sick leave
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
tax compliancetax planningstrategic planningproject management
Soft skills
team mentoringrelationship buildingcoachinginnovation
Certifications
Certified Public Accountant (CPA)Enrolled AgentMember of the Bar
