Experienced Tax Specialist – High Net Worth Planning
Job Description:
• 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.
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
Benefits:
• 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.
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• 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.
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
Benefits:
• 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.
Apply tot his job
Apply To this Job