Tax & Financial Planning Specialist

Unique and Exciting Opportunity for a Tax & Financial Planning Expert New England Private Wealth Advisors, LLC (NEPWA) is a rapidly growing, well‑established registered investment advisor with over $5 billion in assets under management as of December 31, 2025. We are seeking an experienced Tax & Financial Planning Specialist to join our team and play a key role in delivering exceptional service to high and ultra‑high‑net‑worth clients. This is an opportunity to advance your career within a collaborative, planning‑focused firm that prioritizes deep client relationships and long‑term outcomes. Flexible, open architecture investment solutions including alternatives and strategies for tax optimization. We provide a full suite of investment, administrative, compliance, and wealth planning resources—including tax, estate, and philanthropic strategies—empowering advisors to deliver exceptional service. Our investment approach is flexible and open architecture, including a wide range of traditional and alternative solutions as well as tax optimization strategies. About Us Fee‑based RIA serving clients with $2M+ in liquid, investable assets Clients located nationwide, with a strong presence in New England Emphasis on collaborative team culture, high‑touch service, and fiduciary care Primary Custodians: Charles Schwab and Fidelity Investments Position Overview We are seeking a highly motivated and detail‑oriented Tax & Financial Planning Specialist to join our team. This role is ideal for a professional with a strong foundation in tax strategy and financial planning, coupled with experience working with high‑net‑worth clients or within a wealth management environment. The successful candidate will play a key role in developing integrated financial plans, identifying tax optimization opportunities, and supporting clients in achieving their long‑term financial objectives. Key Responsibilities Develop and implement comprehensive financial plans that incorporate tax‑efficient strategies Provide proactive tax planning for individuals, families, and closely held businesses Collaborate with advisors to align investment, estate, and retirement strategies with tax considerations Analyze client financial data and tax returns to identify planning opportunities and risks Prepare or review tax projections and scenario analyses Stay current on tax laws and regulatory changes and communicate implications to clients and internal teams Support client meetings by presenting insights and planning recommendations Partner with external professionals (CPAs, attorneys) as needed Assist in maintaining documentation, compliance, and best practices Qualifications Required Bachelor’s degree in Accounting, Finance, or related field 5+ years of experience in tax planning, financial planning, or a related role Strong understanding of individual and business taxation Experience working with financial plans, projections, and tax strategies Excellent analytical, problem‑solving, and communication skills Preferred Experience in wealth management, family office, or advisory environment Familiarity with high‑net‑worth client planning CFP or interest in pursuing CFP designation is a plus Experience with financial planning and tax software tools e.g. Bloomberg Tax, MoneyGuide Core Competencies Strategic thinking with a tax‑aware mindset Attention to detail and accuracy Client‑centric approach Ability to simplify complex financial concepts Strong collaboration and interpersonal skills

TO APPLY:

Please submit your resume to View email address on click.appcast.io #J-18808-Ljbffr New England Private Wealth Advisors