Sr. Tax Planner

Overview

This role supports the Tax Planning team within a fast-paced planning services environment. The Senior Tax Planner will create financial and tax plans delivered to advisors and will perform reviews of individual and business tax returns based on end-clients’ tax situations.

The position involves working closely with members of Planning and Advice services to collect, analyze, and recommend short- and long-term tax strategies (including investments, retirement plan savings, business structure, and deductions).

Responsibilities

• Review clients’ past tax returns during the financial planning process to identify incremental opportunities.
• Collect and analyze tax-related data and provide recommendations.
• Ensure tax-related research and data gathering are complete; create deliverables (“Tax Plan”) and present them to advisors and clients.
• Research ad-hoc tax planning questions as necessary to support advisors and their clients.
• Apply knowledge of increasingly complex personal and business financial planning concepts.
• Stay informed of current financial planning developments and tax law changes.
• Educate advisors on updates to tax code/regulations and serve as a subject matter expert on tax planning and potential tax law changes.

Requirements

• Bachelor’s Degree
• 5+ years of tax preparation and/or tax planning experience within a tax or accountancy firm, financial services firm, and/or a financial planning environment
• CPA designation
• Tax experience/knowledge with strong understanding of personal financial planning and a broad range of tax issues, including: corporate tax, small business, estate planning, and state/federal taxes
• Proficiency in the Microsoft Office suite (Outlook, Excel, Word, PowerPoint)

Preferred Qualifications

• JD/CFP designation (or currently working toward completion)
• Experience with tax preparation software
• Experience with CRM applications (e.g., Salesforce, Redtail)
• Experience with financial planning or tax planning software preferred (e.g., eMoney, Holistiplan, Naviplan, MoneyGuide Pro, BNA Income Tax Planner)
• Experience preparing high net worth tax returns

Compensation & Benefits

• Pay Range: $80,855.00 - $134,724.00
• Actual base salary varies based on factors including relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location.
• Competitive Total Rewards package, which may include:
  • 401K matching
  • Health benefits
  • Employee stock options
  • Paid time off
  • Volunteer time off
  • Additional benefits

Location

Not specified in the provided job description.