About this role
Tax Planning Program Manager at Ncsecu. Location: Raleigh or North Carolina. Role: consulting advisors, designing training, optimizing workflows Requirements: 5+ years in tax planning, wealth or financial planning operations; CPA or Masters in Tax; knowledge of tax planning, financial planning software and CRM; strong ability to simplify technical tax concepts and train advisors. Category: Finance and Accounting Seniority: Senior Level Tools: tax planning software, financial planning software, CRM systems Certifications: cpa, cfp, tpcp, ea Commitment: Full Time Workplace: Hybrid Languages: English