Tax Desk Advisor

Secaucus, NJ

Post Date: 09/19/2017 Job ID: 7762 Industry: Accounting


  • Provide quality tax counseling on a number of topics including retirement planning, education funding, benefit planning, tax planning.

  • Build relationships with clients without selling products

  • Provide excellent customer service

  • Be a resource for tax planning, compliance and administration

  • and the ability to thrive in a call center team environment

  • Other duties as assigned


  • Bachelor s Degree and approximately 2 years of related work experience (major in math, finance, accounting, or business preferred) or graduate degree (MST or MAcc) and approximately 1 year of related work experience

  • CPA or Enrolled Agent certification a plus

  • Strong analytical/problem-solving skills and attention to detail

  • Excellent organizational and verbal/written communication skills

  • Ability to work with professionals at all levels across diverse geographic areas

  • High level of initiative

  • Capacity to work independently and effectively on a variety of tasks at the same time

  • Proficient in the use of MS Office

  • Ability to handle stressful situations and deadline pressures well

  • The ideal candidate will possess experience concentrated in income tax planning and research

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