Upvote
Downvote
Senior Tax Planning Specialist
Share Job
- Suggest Revision
Full-time
- We are currently seeking qualified candidates to join Carnegie Investment Counsel (CIC) as a Senior Tax Planning Specialist in our Indianapolis office.
- The Senior Tax Planning Specialist will join a highly talented team of investment, wealth management, and advisory professionals who service the needs of high-net worth individuals, families and institutions.
- The successful candidate will have a demonstrated track record of excellence in the Tax Accounting or Personal Tax Planning industry.
- 10+ years of relevant experience working with high/ultra-high net worth individuals a plus: preferably with an Accounting Firm in personal tax preparation.
- Extensive knowledge and analytical skills in personal and small business tax, charitable gifting, philanthropy and other wealth management services such as tax-efficient cash flow planning and wealth transfer solutions.
Active Job
Updated 2 months agoSimilar Job
Relevance
Active