Senior Taxation Specialist

Overview

This role is a high-touch, member-facing Taxation Specialist position focused on consultative tax strategy and education. You will meet one-on-one with members to answer day-to-day tax questions, demystify complex tax rules, and translate tax planning into practical, tangible financial outcomes.

You will partner closely with the CFP® Lead Planners and apply established tax planning philosophy and methodologies to individual member scenarios. This is an advisory-only role—no tax return preparation or compliance filing is required.

Responsibilities

• Direct Member Consultations: Lead 10–15 virtual member strategy sessions per week, presenting tailored tax recommendations, answering complex tax questions in real time, and guiding members through key financial decisions.
• Everyday Member Tax Q&A: Serve as the primary tax sounding board for members by promptly responding to inbound questions about personal taxes, withholdings, life-event tax impacts, and IRS notices via the organization’s messaging platform; translate technical concepts into clear, plain-English guidance.
• Proactive Tax Plan Reviews: Review member profiles to build current-year liability projections and identify tax optimization opportunities (including Roth conversions, equity vesting events, and real estate transactions) in close alignment with their Planner.
• Custom Projections & Modeling: Model and present tailored scenarios, including multi-year bracket management, withholding adjustments, and estimated tax payment strategies.
• Tax Research & Technical Analysis: Research complex federal and multi-state tax scenarios to design practical, compliant planning strategies aligned to diverse household needs.
• Strategic Collaboration with Financial Planners: Coordinate with the Director of Specialized Advice and Lead Planners to integrate tax strategies into holistic financial planning.

Commonly Advised Strategies & Domains

• Roth Conversion Planning: Identify multi-year conversion opportunities and assess downstream impacts on IRMAA brackets, ACA subsidies, and Social Security taxation.
• Charitable Giving Optimization: Structure high-impact giving strategies, including Donor-Advised Funds (DAFs), Qualified Charitable Distributions (QCDs), and appreciated asset gifting.
• Real Estate & Rental Assets: Advise on cost recovery/depreciation, Passive Activity Loss (PAL) limitations, short-term rental rules, and Section 1031 exchanges.
• Equity Compensation: Navigate tax implications of ISOs, NSOs, RSUs, and ESPPs, including Alternative Minimum Tax (AMT) planning.
• Small Business & Entity Structure: Provide guidance on entity classification (Sole Prop, S-Corp, LLC), pass-through deductions (QBI), and tax implications of business transitions or liquidity events.

Required Qualifications

• Active credential: Active Certified Public Accountant (CPA) license.
• Experience: 5–7+ years of professional experience specializing in personal tax planning, private client advisory, or high-net-worth tax consulting.
• Member-facing excellence: Proven ability to conduct direct client consultations (including managing an active meeting cadence of 10–15 client meetings weekly) with empathy, active listening, and the ability to explain complex concepts in plain language.
• Diagnostic & modeling skills: Strong ability to analyze Form 1040s and supporting schedules to rapidly identify planning levers, missed deductions, and tax risks.
• Technical breadth: Deep knowledge of federal and state individual tax codes, equity compensation, retirement distribution planning, and pass-through taxation.
• Fiduciary mindset: Commitment to putting members first, personal integrity, and delivering objective financial advice.

Preferred Qualifications

• CFP® designation or active pursuit of the credential.
• Prior experience delivering tax advice within an RIA, fee-only financial planning practice, or wealth management firm partnering directly with CFP® practitioners.
• Exceptional video and written communication skills, with comfort managing multiple client cases simultaneously in a modern, tech-enabled environment.
• High proficiency with modern tech tools, tax modeling software (such as Holistiplan, BNA, or Corvee), and CRM/workflow systems.

Compensation & Benefits

• Base salary: $110,000–$150,000 (determined by experience, knowledge, and skills).
• Equity (ISO): Employees are shareholders in the organization’s mission.
• Flexible PTO
• Comprehensive benefits: Medical, dental, and vision insurance; 401(k) with employer match; short/long-term disability (paid by the organization); life insurance; paid parental leave.
• Professional development: Certification and wellness reimbursement programs, including CPE and credential renewal support.

Location

• Remote flexibility: Work from anywhere in the US.