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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, 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.
Experienced Tax Specialist – High Net Worth Planning
Location
United States
Posted
116 days ago
Salary
$100.9K - $142.5K / year
Seniority
Senior
Job Description
Experienced Tax Specialist – High Net Worth Planning
Empower
• 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.
Job Requirements
- 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
- 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
Benefits
- Medical, dental, vision and life insurance
- Retirement savings – 401(k) plan with generous company matching contributions (up to 6%)
- 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.
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