Tax Consultant for High Net Worth Clients
3 weeks ago
At Empower, we believe that transforming financial lives begins with empowering our employees. We offer a flexible work environment and encourage internal mobility while celebrating diversity and inclusion. We strive to support a healthy work-life balance, enabling our associates to make meaningful contributions to their communities. If you're ready to step away from the CPA tax season grind, we have the perfect opportunity for you Join our growing Personal Wealth business as a Tax Consultant, where you will help our clients navigate their tax planning needs effectively. The Tax Consultant will work collaboratively with team members to review client tax situations and engage directly with advisors and clients through consultations regarding tax projections and strategies. This role provides the chance to move beyond traditional tax return preparation, allowing you to manage clients' financial lives in a thoughtful and tax-efficient way. Key Responsibilities Assist clients in comprehensively understanding their current tax situations and identifying effective planning opportunities. Empower clients to make informed decisions regarding tax strategies. Collaborate with internal Planning Specialists on tax, wealth transfer, charitable giving, and unique transaction strategies such as real estate and stock options. Stay current with tax law changes, communicating the implications to advisors and clients. Qualifications Active CPA license is a must Minimum 4 years of experience with high net worth clients Familiarity with tax planning technologies Proficiency in MS Excel, Word, and BNA Income Tax Planner Advanced research skills to provide solutions for complex client issues Ideal Candidate Attributes Master's Degree in taxation is a bonus Passion for client interaction and communication Entrepreneurial spirit with ideas to scale existing services efficiently Eligibility Requirements Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor employment visas at this time. What We Offer Comprehensive medical, dental, vision, and life insurance Retirement plan with generous company matching contributions Tuition reimbursement of up to $5,250 annually Business-casual environment with flexibility to wear jeans Generous paid time off including holidays and floating holidays Paid volunteer time of 16 hours per year Leave of absence programs, including paid parental leave and disability Inclusive Business Resource Groups (BRGs) for networking and collaboration Base Salary Range $98,900.00 - $139,700.00. The salary range represents the typical minimum to maximum base pay for this position. Compensation may vary based on location, experience, education, and skills and will be confirmed at the offer stage. Equal opportunity employer. We are committed to fostering a diverse workforce and encourage all qualified individuals to apply. For remote positions, a reliable high-speed internet connection with a wired setup and a quiet workspace are required. Necessary equipment will be provided, and office attendance may be required if home work environment standards are not met. Job Posting End Date: 11-29-2025 Stay updated with the latest insights in finance. Sign up for Empower's free newsletter. Workplace Flexibility: Remote - Nationwide
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Tax Manager
1 week ago
Fairfield, United States CyberCoders Full timeTax Manager - High Net-Worth FocusLocation: Fairfield, CT (Onsite) Salary: $120,000 - $150,000+ (Depending on Experience) + Annual Bonuses Requirements: Active CPA/EA with 5-7+ years of Public Accounting experienceAre you an experienced Tax Manager with deep expertise in managing complex High Net-Worth (HNW) client portfolios? Join a thriving, top-tier...
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Wealth Advisor for High-Net-Worth Clients
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Fairfield, United States Soteria Reinsurance Ltd. Full timeA major financial services firm in Fairfield, CT is looking for a Financial Consultant to build long-term relationships with clients in wealth management and retirement planning. Candidates should possess required FINRA certifications and have experience with High Net Worth clients. This role focuses on providing comprehensive investment guidance and...
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Tax Specialist
2 days ago
FAIRFIELD, United States Empower Full timeOur vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and...
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Tax Specialist
6 days ago
Fairfield, CT, United States Empower Full timeOur vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and...
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Wealth Management Consultant
3 weeks ago
Fairfield, United States Fidelity Investments Full timeJoin a dynamic team that prioritizes your professional growth and success! As a Wealth Management Consultant, you will leverage your extensive financial knowledge and strong integrity to cultivate long-term relationships with clients, offering them guidance in wealth management and retirement planning. What We Are Looking For: FINRA Series 7 & 63 required...
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Private Client Personal Lines Account Manager
2 weeks ago
Fairfield, United States The Jonus Group Full timeJob Description Private Client Personal Insurance Account Manager Established agency seeking an outgoing, personable individual to provide timely quotes, recognize cross selling opportunities and provide exceptional customer service for personal lines customers. Qualifications: Previous experience working with high net worth personal lines coverages in...
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Wealth Management Consultant
2 weeks ago
Fairfield, CT, United States Fidelity Investments Full timeJoin a dynamic team that prioritizes your professional growth and success! As a Wealth Management Consultant, you will leverage your extensive financial knowledge and strong integrity to cultivate long-term relationships with clients, offering them guidance in wealth management and retirement planning. What We Are Looking For: FINRA Series 7 & 63 required...
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Fairfield, CT, United States The Jonus Group Full timeJob DescriptionPrivate Client Personal Insurance Account Manager Established agency seeking an outgoing, personable individual to provide timely quotes, recognize cross selling opportunities and provide exceptional customer service for personal lines customers. Qualifications: Previous experience working with high net worth personal lines coverages in a...
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Fairfield, CT, United States The Jonus Group Full timeJob DescriptionPrivate Client Personal Insurance Account Manager Established agency seeking an outgoing, personable individual to provide timely quotes, recognize cross selling opportunities and provide exceptional customer service for personal lines customers. Qualifications: Previous experience working with high net worth personal lines coverages in a...
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Private Client Personal Lines Account Manager
2 weeks ago
Fairfield, CT, United States The Jonus Group Full timeJob DescriptionPrivate Client Personal Insurance Account Manager Established agency seeking an outgoing, personable individual to provide timely quotes, recognize cross selling opportunities and provide exceptional customer service for personal lines customers. Qualifications: Previous experience working with high net worth personal lines coverages in a...
