Tax Specialist

Job Description

Job Description

Description

**Applications will be reviewed on a rolling basis**

We are looking for a proactive and technically sharp Tax Specialist to develop individual tax plans for clients as part of our strategic wealth planning services. The successful candidate will possess expertise in business and personal tax, finance, bookkeeping, investments, and tax planning strategies. A key responsibility will be the ability to synthesize complex client data to create comprehensive tax plans, which serve as a primary client deliverable. This position will collaborate with other members of the Tax Advisory team, reporting to the Senior Tax Strategist.

Minimum Qualifications

• 2-5 years of experience in tax preparation, tax accounting, tax consulting, or tax planning with a focus on high net worth individuals and/or entrepreneurial businesses
• Bachelor’s degree in Accounting, Finance or a related field
• Advanced qualification (e.g. EA, CPA) in progress is a plus, completion is preferred
• Advanced proficiency with efficiency, workflow, communication, and tax preparation software (G-Suite, Slack, CS Planner, UltraTax, CRM platforms, etc.)
• Knowledge of corporate and personal tax planning strategies

Key Responsibilities

• Build, execute, and document individual tax plans for high net worth clients and business owners
• Draft technical memoranda (e.g. entity flow charts) and internal documentation (e.g. progress reports) to formally record and support tax strategies for review
• Assist in the review of complex individual and business tax returns to ensure planning strategies have been implemented
• Conduct tax research on federal, state, and local issues using professional tax software, summarizing conclusions clearly for review and client guidance
• Organize and manage the lifecycle of planning projects, tracking deliverables, and ensuring all deadlines are met
• Communicate effectively with clients in calls, guidance sessions, and Slack channels, presenting information clearly and concisely
• Actively participate in continuous professional education to maintain technical expertise and stay current with legislative changes
• Contribute to the development and refinement of departmental best practices and efficient workflows, particularly in the organization of client data and internal documentation

Skills, Knowledge and Expertise

• Demonstrated ability to approach complex client challenges holistically, designing comprehensive, forward-thinking solutions
• Exceptional ability to manage and prioritize multiple planning engagements and organize voluminous client documentation
• Meticulous commitment to accuracy and precision in all research, calculations, and document drafting, minimizing errors in strategy execution and final client deliverables
• Strong written and verbal communication skills; ability to articulate technical concepts clearly to colleagues and clients
• Demonstrated ability to work effectively and collaboratively with internal and external teams to ensure smooth process execution
• Proven skill in executing complex calculations, building clear financial projections, and synthesizing tax law into actionable advice
• Maintains the highest ethical standards and a proven ability to handle sensitive client financial information with complete confidentiality

Benefits

• Remote work
• Medical, dental, vision, life, and voluntary life insurance
• 401(k) with company match
• Paid vacation and sick days
• Paid holidays
• Continuing education
• Teambuilding events