Chief Tax Planning Strategist

7 days ago


Dinan, Bretagne, United States Simplex Hires LLC Full time

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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