CPA - Tax Program Specialist

LIBERTY FEDERAL CREDIT UNION • Evansville, IN

2d • Onsite

About The Position

Liberty FCU, a full-service credit union, is seeking a CPA - Tax Program Specialist to help develop, implement, and manage the tax program within our Wealth Management department. This individual will require a deep understanding of tax regulations, have excellent analytical skills, and have a passion for helping clients optimize their tax strategies. At Liberty Wealth Services, we are dedicated to providing our clients with innovative financial solutions and exceptional service. Our practice is launching a tax program aimed at helping members maximize their tax efficiency and achieve their financial goals. This expansion is driven by a sustained increase in client demand for comprehensive financial services. As our firm continues to grow and serve a broader portfolio of clients with complex financial needs, the addition of a skilled accountant is essential to maintain our commitment to accuracy, efficiency, and exceptional client service. This role will directly support our mission to provide trusted, personalized financial guidance while maintaining the high standards our clients expect. Thus, we seek a skilled CPA to join our dynamic team.

Requirements

• Certified Public Accountant (CPA) designation
• Bachelor's degree in accounting, finance, or related field
• Minimum of 3 years of experience in tax planning and compliance, preferably in a financial services or wealth management setting
• Strong knowledge of tax regulations and laws
• Excellent analytical and problem-solving skills
• Strong communication and interpersonal skills, with the ability to explain complex tax concepts clearly
• Proficiency in tax software and Microsoft Office Suite
• Ability to work independently and as part of a team in a fast-paced environment

Nice To Haves

• master's degree preferred

Responsibilities

• Develop and implement comprehensive tax strategies tailored to clients' needs
• Provide tax planning and compliance services for individual and business clients
• Analyze tax regulations and ensure compliance with federal and state laws
• Collaborate with financial advisors to integrate tax strategies into overall wealth management plans
• Prepare and review tax returns, ensuring accuracy and timeliness
• Educate clients on tax implications of investment decisions and financial strategies
• Conduct workshops and seminars for clients and staff on tax-related topics
• Stay current on tax law changes and industry trends
• Assist in guiding/leading CPA program development

Benefits

• Paid Holidays
• Paid Time Off (Vacation, Sick and Personal Days)
• Medical, Dental and Vision Insurance
• 401(k) retirement program with matching funds
• Employer paid Group Term Life Insurance, Short Term and Long Term Disability Insurance
• Tuition Reimbursement Program

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level