Tax Software Expert with JD

Job Summary

A company is looking for a Tax Software Expert w/ Juris Doctor.

Key Responsibilities

• Provide technical case support and identify advanced markets opportunities
• Educate producers and clients on advanced planning recommendations and financial products
• Collaborate with enterprise-wide teams to ensure thorough case analysis and marketing collateral updates

Required Qualifications

• Juris Doctor (JD) law degree is required; CPA preferred
• Expert knowledge of tax planning and advanced markets concepts
• Experience with proprietary tax software platforms
• Working knowledge of life and disability insurance
• CFP/CLU/ChFC certifications preferred