CPA - Tax Program Specialist - Military veterans preferred

Liberty FCU, a full-service credit union, is seeking a Full-Time CPA - Tax Program Specialist to help develop, implement, and manage the tax program within our Wealth Management department. This individual will require a deep understanding of tax regulations, have excellent analytical skills, and have a passion for helping clients optimize their tax strategies. The candidate will directly support our mission to provide trusted, personalized financial guidance while maintaining the high standards our clients expect. If interested, proceed by clicking apply.

Duties and responsibilities include but are not limited to:

• Develop and implement comprehensive tax strategies tailored to clients' needs
• Provide tax planning and compliance services for individual and business clients
• Analyze tax regulations and ensure compliance with federal and state laws
• Collaborate with financial advisors to integrate tax strategies into overall wealth management plans
• Prepare and review tax returns, ensuring accuracy and timeliness
• Educate clients on tax implications of investment decisions and financial strategies
• Conduct workshops and seminars for clients and staff on tax-related topics
• Stay current on tax law changes and industry trends
• Assist in guiding/leading CPA program development

Qualifications:

• Certified Public Accountant (CPA) designation
• Bachelor's degree in accounting, finance, or related field; master's degree preferred
• Minimum of 3 years of experience in tax planning and compliance, preferably in a financial services or wealth management setting
• Strong knowledge of tax regulations and laws
• Excellent analytical and problem-solving skills
• Strong communication and interpersonal skills, with the ability to explain complex tax concepts clearly
• Proficiency in tax software and Microsoft Office Suite
• Ability to work independently and as part of a team in a fast-paced environment

Benefits and Compensation:

• Paid Holidays
• Paid Time Off (Vacation, Sick and Personal Days)
• Medical, Dental and Vision Insurance
• 401(k) retirement program with matching funds
• Employer paid Group Term Life Insurance, Short Term and Long Term Disability Insurance
• Tuition Reimbursement Program

Liberty FCU is an Equal Opportunity Employer, Minority/Female/Disability/Protected Veteran.