Sr Tax Planner
Job Overview:
In support of subscribing advisors and their high-wealth clients, the Senior Tax Planner, High-Net-Worth Services will be a dedicated resource supporting the delivery of Tax Plans. Acting in a specialist capacity, the Senior Tax Planner will tax input and analysis in tax planning software, conduct tax research, collaborate with High-Net-Worth Services colleagues and advisors on plan design, create plan summaries, and help prepare advisors to present the plan to their clients.
Responsibilities:
- Review clients’ past tax returns during the financial planning process to identify incremental opportunities.
- Collect, analyze data, and provide strategies for consideration.
- Responsible for ensuring that all tax-related research and data gathering is complete and creating the deliverables (“Tax Plan”) and presenting them to advisors and in some cases end-clients.
- Research ad-hoc tax planning questions as necessary to further support our advisors and their clients.
- Demonstrate an understanding of increasingly complex personal and business financial planning concepts and stay informed of current financial planning developments and tax law changes.
- Educate advisors on updates to tax code/regulations and act as a subject matter expert on tax planning and potential tax law changes.
What are we looking for?
The candidate must demonstrate keen strategic thinking, analytical, project management and excellent time management abilities. The incumbent must be able to balance a collaborative approach with driving their own independent efforts across all levels of a dynamic, entrepreneurial, and fast-paced organization.
Requirements:
- Bachelor’s Degree
- 5+ years of tax prep/planning experience within a tax or accountancy firm, financial services firm and/or a financial planning environment
- CPA designation or Tax Attorney
Core Competencies:
- Experience in preparing high net worth tax returns is a strong plus
- Strong communication and presentation skills with superior client service skills as you’ll be constantly interacting with advisors and clients
- Strong tax experience/knowledge with a strong understanding of personal financial planning and the broad range of tax issues (corporate tax, small business, estate planning, state/federal taxes, etc.)
Software experience:
- Proficient in Microsoft Office suite (Outlook, Excel, Word, PowerPoint)
- Experience with financial planning or tax planning software preferred (eMoney, Holistiplan, Naviplan, MoneyGuide Pro, BNA Income Tax Planner, etc.)
Preferences:
- JD/CFP designation (or currently working toward completion)
- Experience with tax prep software
- Experience with CRM applications (e.g. Salesforce, Redtail)
The Company:
A prominent fortune 500 financial services firm with a nationwide network of independent financial advisors. This company offers an extensive selection of investment products and services to individuals, businesses, and institutions, with a strong emphasis on utilizing innovation and technology to cultivate client relationships.
Equal Opportunity Employer:
Associate Staffing is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected status under applicable law. We are committed to creating a diverse and inclusive work environment and welcome applicants from all backgrounds to apply for open positions with our company.
