CAREERS
Opportunity
At Optimal Tax, LLC, our people are an essential link to the success of our clients and our organization. We have a passionate culture of teamwork and commitment to innovation and outstanding client service. Success requires passion, continuous improvement and commitment. We strive for excellence and act with unyielding integrity in everything we do. We value every employee and their unique contributions to our mission of providing clients the ability to retire with a strategy.
If you are looking for a challenging and rewarding career, consider a career at Optimal Tax, LLC. If you are highly driven and have a self-starter attitude, then we want you as part of our team. We strive to have top quality professionals in every role. At Optimal Tax, LLC, we take pride in fostering an environment that offers employees both challenging work and an opportunity to grow professionally.
The Optimal Tax, LLC team is a "family of associates" who share a spirit of service and opportunity through accountability and community. If you see yourself as part of the Optimal Tax, LLC team, please email careers@OptimalTaxPlan.com to submit your resume and application for future consideration.
Tax Planning Associate
POSITION DESCRIPTION
Optimal Tax, is seeking licensed Tax Planners to be part of our growing teams in the Park City, UT area.
Tax Planning Associates use the planning process to help clients achieve their tax goals in retirement. In addition to acting as the primary point of contact for potential and existing clients, Associates are responsible for customizing plans and monitoring client accounts on an ongoing basis.
POSITION REQUIREMENTS:
· Tax Planning/Insurance experience (including sales)
· Good attention to detail
· Excellent customer service skills
· Excellent verbal and written communication skills
Starting salary of $80k/yr + benefits
If you have a strong desire to help clients retire with confidence, this could be your opportunity to set your career on the right track. To apply, please email careers@optimaltaxplan.com with your cover letter and résumé.