Project Consultant - Personal Income Tax Planning Project Consultant - Personal Income Tax Planning …

The Project Consultant - Personal Income Tax Planning will be responsible for upgrading a comprehensive list of tax planning decision rules for reducing an individual’s income tax. The focus will be on reducing tax for moderate and high earners, pre- and post-retirement. This project will be done remotely.

 Key Responsibilities

• Research and identify tax planning opportunities and quantify the corresponding cost savings. This quantification of tax planning opportunities will be created by leveraging one’s planning experience, making appropriate assumptions, and consulting with other expert tax planners.

• Once collected, turn tax planning opportunities into decision rules, either independently or with an assistant.

• Define project objectives and create project timelines.

• Stick to the defined schedule, identify priorities, surface challenges and communicate regularly with project stakeholders.

• Work with other tax planners as a leader, maintaining quality control and managing meetings.

 Required Experience / Skills

• Demonstrate in-depth technical expertise in income tax planning
• U.S. Certified Public Accountant (CPA) license
• 5+ years tax preparation and advisory experience
• Excellent interpersonal skills
• Comfort establishing and meeting measurable goals and milestones, including time frames and priorities
• Experience previously creating processes for working with or advising individuals on tax related matters is a plus
• Subject matter writing and editing experience a plus
• Familiarity with state-level income tax a plus

For consideration, please email a resume to: HGoldin@Altfest.com

Altfest Personal Wealth Management is an Equal Opportunity Employer.