Do you have a strategic mindset? Are you results driven and curious? Do you enjoy using anticipatory puzzle-solving skills to focus on meeting an objective? Does the idea of working with high-net worth clients with tact, diplomacy and discretion outside of a traditional CPA role excite you?
You are self-assured, self-motivated and self-reliant, yet the quintessential team player. You believe excellence is more than serving clients; it’s being their advocate and serving them with conviction. You have intuitive listening skills, are able to read situations carefully and know when to lead and when to follow. And, most of all, you like to have fun 😊
Tax Saving Professionals is a boutique consulting firm, specializing in tax planning and family office services. Collaboration and professional growth are key components of our organization. Our entire team works together to provide excellent service to our clients. This promotes continual learning opportunities for staff as they expand their technical knowledge and develop strong relationships with firm owners, executive leadership, clients, and associate professionals.
The challenges of our complex tax and financial analysis and the rewards of working with a highly successful team make this an excellent opportunity for an experienced senior level tax and financial professional to advance his/her career. We are growing rapidly and seeking innovative, forward-thinking candidates like you who are interested in joining our organization in our Vero Beach headquarters in the position of Tax & Financial Strategist.
The Tax & Financial Strategist is responsible for analyzing clients’ tax and business structures to formulate optimal legal and documented tax reduction, asset protection and financial strategies, as well as meeting with clients to provide tax advice, support the retirement planning area, and deliver customized strategic plans. Additional responsibilities include researching tax code changes and developing new integrated tax and financial strategies to present to the team.
We offer highly competitive compensation and benefits, including medical, dental, vision, short- and long-term disability and life insurance. Each year our staff enjoys 10 days of PTO plus 10 paid holidays.