Senior Tax Planner

This is a fully remote position, open to applicants in Arizona, +2 more states.

📋 Description

• Develop financial and tax plans for presentation to advisors

• Examine individual and business tax returns, along with end-client tax data

• Gather and analyze information to offer insights on both short- and long-term tax strategies

• Ensure comprehensive tax-related research and data collection

• Produce Tax Plan deliverables and present them to both advisors and clients

• Investigate ad-hoc tax planning inquiries to assist advisors and clients

• Implement advanced personal and business financial planning principles

• Keep up-to-date with advancements in financial planning and changes in tax legislation

• Inform advisors about updates to tax codes and regulations

• Serve as a subject matter expert on tax planning and potential changes in tax laws

• Work collaboratively with the Planning and Advice services team

⛳️ Requirements

• Bachelor’s Degree

• Over 5 years of experience in tax preparation/planning within a tax or accounting firm, financial services firm, or a financial planning setting

• CPA designation required

• Strong tax knowledge/experience with a deep understanding of personal financial planning and a wide array of tax matters, including corporate tax, small business, estate planning, and state/federal taxes

• Proficient in the Microsoft Office suite (Outlook, Excel, Word, PowerPoint)

• Excellent communication and presentation skills, accompanied by exceptional client service skills

• JD/CFP designation or currently pursuing it is preferred

• Experience with tax preparation software is an advantage

• Familiarity with CRM systems such as Salesforce or Redtail is preferred

• Experience with financial planning or tax planning software like eMoney, Holistiplan, Naviplan, MoneyGuide Pro, or BNA Income Tax Planner is preferred

• Experience in preparing high net worth tax returns is a significant plus

🏝️ Benefits

• 401K matching

• Health benefits

• Employee stock options

• Paid time off

• Volunteer time off

• Access to cutting-edge resources

• Collaborative work environment

• Opportunity to make a meaningful impact