• Review and refine AI-generated responses related to tax matters • Evaluate outputs for technical accuracy, legal compliance, and practical applicability • Draft realistic tax scenarios, including common topics such as compliance, tax planning, corporate and personal tax, international issues, and VAT • Assess AI reasoning around statutory requirements, filings, cross-border considerations, and industry-specific tax issues • Identify gaps or inaccuracies in interpretation or methodology • Create variations of tax scenarios from different stakeholder perspectives such as advisor, client, or regulatory authority

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. Tired of the CPA tax season grind? Look no further! This role is eligible for a $5,000 licensing sign on bonus! Sign-on bonus eligibility applies to candidates who apply from March 25 to April 30. ​ Empower's Personal Wealth business is growing and we are hiring a new Tax Planning Specialist who can help our Empower Personal Wealth clients navigate their tax planning considerations. The Tax Specialist will collaborate with team members to review current and prospective client tax situations and consult directly with Advisors and clients around tax projections and strategies. This opportunity allows you to move beyond preparing tax returns and engage with clients to proactively manage their financial lives in a thoughtful and tax efficient manner. The ideal candidate is an Active CPA with several years of tax planning experience. What you will do - Help clients better understand their current tax situation and the planning opportunities that can create efficiencies. - Empower clients to make informed decisions with their tax planning considerations. - Work with other internal Planning Specialists on tax, wealth transfer matters, charitable giving, and extensive one-off unique transaction strategies (i.e Real Estate and Stock option projections) - Stay up to date on tax law changes and communicate the effects to advisors and clients. What you will bring - Active CPA license required - 4+ years of high net worth (HNW) tax planning experience - Experience with tax planning technologies - Proficiency in MS Excel and Word and BNA Income Tax Planner - Advanced research skills to assist in providing possible solution for complex client issues ​ What will set you apart - Master’s Degree in taxation tax a plus - A strong desire to engage and effectively communicate with clients daily - A strong entrepreneurial mindset to add ideas on how we can scale our current services to a broader set of clients more efficiently #PJPW #PJH2F ***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.*** What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. - Medical, dental, vision and life insurance - Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup - Tuition reimbursement up to $5,250/year - Business-casual environment that includes the option to wear jeans - Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year - Paid volunteer time — 16 hours per calendar year - Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) - Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $100,900.00 - $142,525.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 04-25-2026 Want the latest money news and views shaping how we live, work and play? 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• Preparación de declaraciones de impuestos federales y estatales de EE. UU. • Trabajo con individuos y empresas • Organización y revisión de documentos fiscales • Comunicación directa con clientes • Soporte fiscal y contable durante el año

• Execute and problem-solve in day-to-day operations for the servicing business • Analyzes escrow sufficiency to ensure escrowed funds are sufficient to make the required payments • Oversee the movement of check/wire funds relating to taxes to ensure timely payment of escrow line items • Ensure timely procurement and accurate processing of property tax refunds • Execute payments for taxes in batch single processing modes by the installment due dates for the particular payee. Payment processing includes tax disbursement to avoid incurring interest or penalties. • Monitor and drive resolution for any delinquent taxes in the loan portfolio • Review control reports to ensure compliance with state, regulatory, and investor guidelines • Liaise between all third-party vendors and ensure escalations are responded to timely and accurate manner • Sets up new taxpayee or makes changes upon request. • Complete various audits for the monthly vendor scorecard • Adhere to SLA standards/deadlines • Making calls to tax authorities and tile companies • Communication with homeowners via email/phone • Lead other escrow responsibilities and projects as assigned by management • Other duties as assigned