Top 16 Us accountant Jobs in Owensboro, Ky

CPA - Tax Program Specialist
Liberty Federal Credit Union —Evansville, IN
- Full-time
- CPA
- Mid-level
- Office
- Paid holidays
- Disability insurance
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12d
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CPA - Tax Program Specialist

Liberty Federal Credit Union -
Evansville, IN

Quick Apply

Job Details

Full-time
12 days ago

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
Tuition reimbursement
Paid time off
Vision insurance
401(k) matching
Life insurance

Qualifications

CPA
Income tax planning
Bachelor's degree
Tax preparation software
Productivity software

Full Job Description

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. If interested, proceed by clicking apply.

Duties and responsibilities include but are not limited to:

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

Qualifications:

Certified Public Accountant (CPA) designation
Bachelor's degree in accounting, finance, or related field; master's degree preferred
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

Benefits and Compensation:

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

Liberty Wealth Services is a diverse and forward-thinking financial advisory practice with offices across three states. While we are located within Liberty Federal Credit Union, our team operates as an independent and sophisticated practice - delivering personalized, high-level financial strategies that exceed the traditional credit union advisory experience. Liberty Federal Credit Union offers a unique opportunity as one of the region's largest and fastest growing credit union - currently employing more than 800 staff members across nine states, and assets over $4.3 billion. We take pride in serving a broad range of clients with dynamic and tailored financial solutions. While we are committed to making expert guidance accessible to all, our typical client tends to have more complex financial needs and greater resources than the general demographic of the communities we serve. This unique positioning allows us to bridge the gap between community-based service and affluent-level advising, offering our clients the best of both worlds: trusted, relationship-driven support with the depth and precision of a premier wealth management firm.

Liberty FCU is an Equal Opportunity Employer, Minority/Female/Disability/Protected Veteran.

Quick Apply

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us accountant jobs in owensboro, ky

CPA - Tax Program Specialist

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