Experienced Tax Specialist - High Net Worth Planning

Overview

A growing Personal Wealth business is seeking a Tax Planning Specialist to assist clients with navigating their tax planning considerations. This role involves collaborating with team members to review client tax situations and consulting directly with advisors and clients on tax projections and strategies. The position offers an opportunity to move beyond tax return preparation and engage proactively in managing clients' financial lives in a tax-efficient manner.

This role is eligible for a $5,000 licensing sign-on bonus for candidates applying between March 25 and April 30.

Responsibilities

• Help clients understand their current tax situations and identify planning opportunities to create efficiencies.
• Empower clients to make informed decisions regarding their tax planning.
• Collaborate with internal Planning Specialists on tax, wealth transfer, charitable giving, and unique transaction strategies such as real estate and stock option projections.
• Stay current on tax law changes and communicate their effects to advisors and clients.

Requirements

• Active CPA license required.
• Minimum of 4 years of high net worth (HNW) tax planning experience.
• Experience with tax planning technologies.
• Proficiency in Microsoft Excel, Word, and BNA Income Tax Planner.
• Advanced research skills to provide solutions for complex client issues.

Preferred Qualifications

• Master’s Degree in Taxation is a plus.
• Strong desire and ability to engage and communicate effectively with clients daily.
• Entrepreneurial mindset with ideas to scale current services efficiently to a broader client base.

Compensation & Benefits

• Base salary range: $100,900 to $142,525 annually.
• Eligibility for bonus programs depending on position and performance.
• Medical, dental, vision, and life insurance.
• 401(k) retirement plan with up to 6% company matching contributions, financial advisory services, potential discretionary contributions, and a broad investment lineup.
• Tuition reimbursement up to $5,250 per year.
• Business-casual work environment with option to wear jeans.
• Generous paid time off including PTO program, ten company holidays, and three floating holidays annually.
• Paid volunteer time: 16 hours per calendar year.
• Leave of absence programs including paid parental leave, short- and long-term disability, and Family and Medical Leave (FMLA).
• Access to Business Resource Groups promoting inclusion and collaboration.

Location & Work Environment

• Remote and hybrid work options available.
• Candidates must provide reliable high-speed internet with a wired connection and a suitable home workspace with limited disruption.
• Necessary computer equipment will be provided.
• On-site work may be required if home work environment or internet connectivity is inadequate.

Additional Information

• Applicants must be authorized to work in the U.S. without sponsorship.
• The employer is an equal opportunity organization committed to diversity and inclusion.
• Drug-free workplace.
• All qualified applicants will receive consideration without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender identity or expression, marital status, pregnancy, religion, disability, military or veteran status, genetic information, or any other protected status under applicable law.

Application Deadline

Applications will be accepted until 12:01 am on May 9, 2026.