Reference Number: HRJ7668
Location: Holland, Michigan

Judson Group has partnered with a $1.8B RIA in the search for a Tax & Estate Planning Specialist located in Holland. This position serves as a resource for the firm in tax, estate planning and legal strategy when it comes to wealth planning, assets, and financial portfolios. The firm is open to hiring a seasoned expert or junior person looking to grow.

Responsibilities:

• Maintain the client relationships, administration, and servicing of all tax and estate planning needs of assigned clients.
• Review all tax and estate planning documents, ensuring accuracy and troubleshooting potential tax issues.
• Perform tax planning and reviews tax projections.
• Participate in client meetings and lead tax and estate planning discussions.
• Develop estate planning and estate tax solutions for clients.
• Collaborates and assists various team members to ensure client and team objectives are met.

Requirements:

• BA/BS preferably in Accounting or a related field; CPA or EA highly preferred or willingness to obtain.
• 5+ years of relevant experience.
• Public accounting experience preferred.
• Strong knowledge and passion for tax services and exceeding customer expectations.
• Organized and detail oriented while managing and prioritizing multiple tasks simultaneously.
• Able to work under pressure and meet deadlines in a fast-paced, demanding environment.

Compensation: Commensurate with experience.

Location: Holland, Michigan

Reference Number: HRJ7668