Full Time Fully Remote Tax Strategist

Job Title: Tax Strategist

Location: Remote; Job Type: Full-time

Reports to: Director, Tax Strategy

We specialize in providing sophisticated financial planning and investment advice to high-net-worth families and we love what we do. Our firm has received numerous awards and we are featured in Forbes, Barron's, AdvisorHub, and other top media outlets. We have also been named a Best Place to Work by Investment News multiple years in a row. As a Tax Strategist, you will support tax initiatives across the firm, including income tax planning and compliance, estate and trust taxation, and gift tax strategy. The right candidate brings a strong record of academic and professional achievement, excellent interpersonal skills, and a real interest in tax analysis and strategy. The Tax Strategist will research and analyze complex individual, trust, and estate tax matters, find planning opportunities, and deliver clear, actionable recommendations that help clients reach their financial goals. The role involves regular work with clients, financial advisors, relationship managers, and internal team members, so building strong relationships is key. The Tax Strategist will play a central role in building high-quality tax planning services that help the firm's financial advisors serve their high-net-worth and ultra-high-net-worth clients.

Serve as a key tax resource for Composition Wealth's clients, supporting their income, estate, trust, and gift tax planning.

Partner with the Wealth Strategy Group leads and Head of Advisors to shape CW's tax planning strategy and client experience built on planning.

Work closely with Financial Advisors to build relationships with high-net-worth clients, COI’s, and prospects nationwide by advising on tax planning issues and opportunities.

Explain complex tax rules, analyses, and structures in clear terms so clients understand them.

Evaluate and compare tax strategies for clients, such as Roth conversions, tax-loss harvesting, charitable giving, and trust structures, and quantify each option's impact.

Present tax planning recommendations to clients and advisors in plain language.

Lead and mentor analyst teams that prepare tax projections and analysis on income, estate, and gift tax planning.

Coordinate with clients' outside CPAs and estate attorneys so tax strategies are carried out correctly.

Review client tax returns and prepare year-end and multi-year tax projections.

Track changes in tax law and explain what they mean for clients and the firm's planning approach.

8+ years in high-net-worth tax, planning-weighted

Experience reviewing and signing individual, pass-through, trust, and gift and estate tax returns

CFP® preferred (or willingness to obtain Series 65 registration)

Passionate about contributing to setting the industry standard for overall client experience tied to tax planning.

Commitment to producing high-quality work product.

Composition Wealth does not provide immigration-related sponsorship (e.g., H-1B, TN,

Competitive compensation structure

Employer health savings account

Medical & vision insurance