Tax Specialist

Profile

Tax Specialist

Duties: Consult with high net worth clients on income tax, estate, trusts, and inheritance tax planning and compliance. Conduct research using Thomson Reuters Checkpoint, BN and CCH tax research programs. Prepare and Review, 1040, 1041, 706 and 709 tax returns. Lead proactive growth for Blue internally and externally. Work with internal leaders, managers; expand existing client relationships by understanding unique client needs, our various service lines, and actively advising, assessing, and presenting ways that the firm can serve our clients. Internally you will lead awareness of services. Mentor and be responsible for the professional growth and development of talented professionals and the overall growth of the practice. Develop strong working relationships and interface with directors, managers, and key leaders across the firm. Drive proactive growth of niche through internal education firmwide, assessing opportunities with clients and prospects, and lead joint meetings with clients and centers of influence.

Additional Information

Requisition ID: 1163

Company info

BLUE & CO., LLC.
12800 N. Meridian Street Suite 400
Carmel
Indiana
United States 46032
Website : http://www.blueandco.com