Senior Tax Planner

Position Title: Senior Tax Planner

The Senior Tax Planner plays a crucial role in supporting senior financial advisors and enhancing client relationships. This position requires a dedicated professional who is committed to delivering exceptional service and is willing to invest the necessary time and effort to meet client needs. The ideal candidate will thrive in a team-oriented environment, demonstrating adaptability and a willingness to learn new practices. By engaging with clients and contributing to the overall success of the financial team. Strong communication skills and a proactive approach to client service are essential for this role.

Salary Range: $90,000 - $130,000 base / Year DOE

Responsibilities:

• Partner with the advisory team to develop strategic tax planning solutions for high-net-worth individuals and business entities
• Create and present clear, actionable tax recommendations tailored to each client's financial circumstances and long-term goals
• Communicate directly with clients regarding tax strategies, projections, planning opportunities and other tax-related matters
• Participate in prospect meetings with the advisory team to explain the value and impact of proactive tax planning
• Prepare and review individual and entity tax projections
• Identify planning opportunities that support clients' broader financial, investment and business objectives
• Research complex technical tax matters and evaluate the impact of new or updated regulations
• Guide and support research related to advanced client tax needs
• Stay current on federal and state tax laws, regulatory changes and emerging tax planning strategies
• Communicate relevant tax law developments and planning implications to internal team members
• Build client confidence through demonstrated expertise, reliability and responsive communication
• Address client questions and ongoing tax planning needs accurately and promptly
• Ensure planning deliverables, client communications and internal deadlines are completed on time
• Use tax planning software and analytical tools effectively to develop accurate projections and recommendations
• Identify and implement opportunities to improve tax planning processes, workflows and service delivery
• Develop trusted relationships with clients through consistent responsiveness, sound judgment and technical competence

Requirements:

• Bachelor's degree
• Certified Financial Planner™ designation
• CPA or Enrolled Agent designation required, though candidates actively pursuing one of these credentials will be considered
• 8-10+ years of tax planning, tax preparation or related tax advisory experience
• Experience providing client-focused tax consulting to high-net-worth individuals and business entities
• Strong knowledge of individual and entity taxation, tax projections and strategic tax planning
• Proven ability to research and interpret complex tax laws, regulations and technical matters
• Strong client presentation and consultative communication skills
• Ability to explain technical tax concepts in a clear and practical manner
• Highly effective interpersonal and relationship management skills
• Excellent organization and time management skills
• Ability to manage multiple priorities and deadlines in a fast-paced, time-sensitive environment
• Exceptional attention to detail, accuracy, and follow-through
• Experience with Holistiplan and Income Lab preferred

Benefits:

• 10 days of PTO accrued
• 8 paid holidays
• Health insurance available after 90 days of employment
• 401(k) plan with a 3% match after 90 days

If you are a Senior Tax Planner looking to take the next step in your career, apply now!


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