Senior Tax Planner

Tax Planning Specialist
Location: Onsite NYC
Salary: $150,000-200,000 plus equity

About the Role
Our client isbuilding 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.
Core responsibilities include:

• 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
You'll provide planning support across:

• 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

EEO Notice

Vaco by Highspring is an Equal Opportunity Employer 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 federal, state or local law.

Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, 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.

Representation Notice

By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.

For residents of Ontario, Canada: Based on Highspring's discussions with its Client, Highspring's understanding is that this position for employment is a current vacancy (either through Highspring as a contractor or with the client directly).

Privacy Notice

Vaco by Highspring and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") respects your privacy and are committed to providing transparent notice of our policies.

• California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here.
• Virginia residents may access our state specific policies here.
• Residents of all other states may access our policies here.
• Canadian residents may access our policies in English here and in French here.
• Residents of countries governed by GDPR may access our policies here.

Additionally, submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. More details about Vaco by Highspring's use of AI can be found here ( Further assessment of candidates beyond this initial phase will be conducted by recruiters and hiring managers. Vaco by Highspring does not know and cannot opine on if its client's use of AI products in hiring.

Pay Transparency Notice

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:

• the individual's skill sets, experience and training;
• licensure and certification requirements;
• office location and other geographic considerations;
• other business and organizational needs.

With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.