Tax Advisor / CPA
Titan(2 months ago)
About this role
The Tax Advisor / CPA at Titan is responsible for developing tax planning solutions that enhance the advisory experience, creating scalable, technology-driven workflows for tax and financial planning. This role requires delivering comprehensive tax strategies, reducing preparatory time for advisors, and collaborating across teams to educate clients effectively about tax implications and investment strategies. The position demands a strong background in taxation and financial planning, as well as excellent communication skills to simplify complex scenarios for clients.
Required Skills
- Tax Planning
- Financial Plans
- Client Education
- System Design
- Advisor Support
- Complex Tax Scenarios
- Communication Skills
- Attention to Detail
- Cross-Functional Collaboration
- Excel Proficiency
+7 more
Qualifications
- Active CPA
- EA with significant tax planning experience
- CFP
- CFA
- ECA
- Series 7
- Series 63
- Series 65
- Series 66
About Titan
www.titan.comTitan is a modern registered investment advisor (RIA) designed specifically for high-earning professionals. It provides a comprehensive platform that helps users manage their investing, taxes, retirement, and more, all in one place. With a focus on streamlined financial management, Titan aims to simplify the complexities of wealth management for its clients, ensuring they maximize their financial potential. The company leverages technology and personalized advice to empower users in achieving their financial goals.
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