Experienced Tax Specialist – High Net Worth Planning

Remote role Full-time Open position

Job Description:

Help clients better understand their current tax situation and the planning opportunities that can create efficiencies.
Empower clients to make informed decisions with their tax planning considerations.
Work with other internal Planning Specialists on tax, wealth transfer matters, charitable giving, and extensive one-off unique transaction strategies (i.e Real Estate and Stock option projections)
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) tax planning experience
Experience with tax planning technologies
Proficiency in MS Excel and Word and BNA Income Tax Planner
Advanced research skills to assist in providing possible solution for complex client issues

Benefits:

Medical, dental, vision and life insurance
Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment that includes the option to wear jeans
Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time — 16 hours per calendar year
Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

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