Tax Planning Strategist
6 days ago
Role Overview
This is a hybrid position situated in the [greater metropolitan area]. As a Tax Planning Strategist, you will be focused on helping high-net-worth clients with tax planning and strategies. In this role, you will not be involved in tax preparation but rather will be responsible for enhancing our tax planning offering to provide more value to our clients' long-term goals.
Our client is a top-tier Wealth Management Firm that provides comprehensive financial planning, retirement, and tax planning, estate planning, risk management, and investment management services. The company manages approximately $5 billion in assets on behalf of clients.
Key Responsibilities
- Develop and expand the tax planning and strategy offering for our clientele over the long term.
- Provide tax-related guidance and support to clients and staff, with a focus on Roth conversions and Secure Act 2.0 considerations.
- Review clients' tax returns.
- Offer recommendations, consult on, and compare proposed strategies.
- Prepare tax projections.
- Interface with client tax preparers.
Requirements
- At least 5 years of experience in the tax industry. Experience working with high-net-worth clients is preferred.
- An entrepreneurial mindset, with the desire and vision to build a tax planning and strategy offering that adds significant value to our clients.
- Client service-oriented mindset.
- Familiarity with fiduciary income tax advisory is a plus.
- Knowledge of ProSystems SFX Tax Software is a plus.
- Enrolled Agent or CPA required.
- CFP (Certified Financial Planner) is a plus.
- PFS (Personal Financial Specialist) is a plus but not required.
- Bachelor's Degree in Finance or Accounting with a focus in Taxation. A Master's in Taxation is preferred but not required.
Key Considerations
- Tax implications surrounding investments, insurance, retirement plans, estate planning, comprehensive tax compliance, tax advisory, tax minimization strategies, the taxation of complex investment products, and charitable giving strategies.
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