Tax Planning Specialist

13 hours ago

Quincy, Massachusetts, United States Empower Full time

Unlock Your Potential with Empower

Empower is seeking a highly skilled Tax Planning Specialist to join our team. As a Tax Planning Specialist, you will play a critical role in helping our clients navigate their tax planning considerations and make informed decisions about their financial lives.

Key Responsibilities:

  • Collaborate with team members to review current and prospective client tax situations
  • Consult directly with Advisors and clients around tax projections and strategies
  • Help clients better understand their current tax situation and identify planning opportunities
  • Stay up to date on tax law changes and communicate the effects to advisors and clients

Requirements:

  • Active CPA license required
  • 4+ years of high net worth (HNW) experience required
  • Experience with tax planning technologies
  • Proficiency in MS Excel and Word and BNA Income Tax Planner
  • Advanced research skills to assist in providing possible solutions for complex client issues

What We Offer:

  • Competitive salary range: $92,400.00 - $130,500.00
  • Opportunity to work with a growing organization and contribute to changing the lives of those we serve
  • Business-casual environment with the option to wear jeans
  • Generous paid time off program, including 10 paid company holidays and 3 floating holidays each calendar year
  • Leave of absence programs, including paid parental leave and paid short- and long-term disability

Join Our Team:

Empower is an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. We offer an array of diverse and inclusive benefits, including medical, dental, vision, and life insurance, as well as a 401(k) plan with generous company matching contributions.

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