Chief Tax Planning Strategist
7 days ago
Company Overview:
Simplex Hires LLC is a leading provider of comprehensive financial services, including tax planning and strategies. Our company manages approximately $5 billion in assets on behalf of high-net-worth clients.
Salary:
$120,000 - $180,000 per year, depending on experience
Job Description:
We are seeking an experienced Chief Tax Planning Strategist to join our team. As a key member of our wealth management firm, you will be responsible for building out our tax planning and strategy offering to add significant value to our clients' long-term success.
Key Responsibilities:
- Develop and implement effective tax planning strategies for high-net-worth clients
- Provide expert advice on tax-related matters, including Roth conversions and Secure Act 2.0 considerations
- Review clients' tax returns and provide recommendations for improvement
- Collaborate with client tax preparers to ensure accurate and compliant tax returns
Requirements:
- 5+ years of professional experience in the tax industry, preferably working with high-net-worth clients
- An entrepreneurial mindset and vision to build a successful tax planning practice
- Excellent communication and interpersonal skills, with the ability to work closely with clients and colleagues
- Enrolled Agent or CPA certification required; CFP (Certified Financial Planner) or PFS (Personal Financial Specialist) certifications preferred
Benefits:
In addition to a competitive salary, we offer a range of benefits, including health insurance, retirement plans, and opportunities for professional growth and development.
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