Senior Tax Planner

Tax Planning Specialist Location: Onsite NYC Salary: $150,000-200,000 plus equity About the Role Our client is building a next-generation wealth platform that uses technology to deliver smarter, faster, and more accessible financial guidance. The team combines deep financial expertise with a forward‑thinking approach to reshape how individuals manage their money. We're looking for an experienced Tax Planning Specialist to join their team and play a key role in delivering high‑quality, strategic tax guidance to clients. What You'll Do You'll partner closely with financial planners and work directly on client tax strategies, projections, and compliance. Build and maintain detailed tax projections and liability forecasts Run scenario analyses to guide client financial decisions Advise on withholding adjustments and quarterly estimated payments Develop and execute tax‑efficient strategies across a range of client situations Review individual tax returns for accuracy and compliance Oversee filing and support audit responses when needed Maintain documentation and improve tax processes over time Areas of Focus Retirement and tax‑advantaged accounts Equity compensation (RSUs, ISOs, NSOs) Real estate and 1031 exchanges State and local tax (SALT) strategy International tax considerations Estate and gift planning Charitable giving and education savings strategies What We're Looking For CPA or EA designation required 7+ years of experience in individual tax planning and review Strong knowledge of U.S. tax regulations across multiple domains Comfortable using tax and financial planning software Clear communicator who can translate complex tax topics into actionable guidance Detail‑oriented with strong analytical skills Collaborative and adaptable in a fast‑paced environment Highspring LLC (d/b/a Vaco by Highspring) and its parents, affiliates, and subsidiaries (“we,” “our,” or “Vaco by Highspring”) are committed to the full inclusion of all qualified individuals and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by applicable law. The company is also committed to ensuring that persons who need them are provided with reasonable accommodations; if an accommodation is needed to participate in the job application or interview process, please contact View email address on click.appcast.io. Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal . #J-18808-Ljbffr