Senior Tax Planner

Tax Planning SpecialistLocation: Onsite NYCSalary: $150,000-200,000 plus equityAbout 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 ForCPA 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 New York, NY, US On-Site Finance and Insurance, Information Vaco $ 150000.00 - 200000.00 yearly direct hire