Empower

Experienced Tax Specialist – High Net Worth Planning

Empower

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $100,900 - $142,525 per year

About the role

  • Help clients better understand their current tax situation and the planning opportunities that can create efficiencies.
  • Empower clients to make informed decisions with their tax planning considerations.
  • Work with other internal Planning Specialists on tax, wealth transfer matters, charitable giving, and extensive one-off unique transaction strategies (i.e Real Estate and Stock option projections)
  • Stay up to date on tax law changes and communicate the effects to advisors and clients.

Requirements

  • Active CPA license required
  • 4+ years of high net worth (HNW) tax planning experience
  • Experience with tax planning technologies
  • Proficiency in MS Excel and Word and BNA Income Tax Planner
  • Advanced research skills to assist in providing possible solution for complex client issues
  • Master’s Degree in taxation tax a plus
  • A strong desire to engage and effectively communicate with clients daily
  • A strong entrepreneurial mindset to add ideas on how we can scale our current services to a broader set of clients more efficiently
Benefits
  • Medical, dental, vision and life insurance
  • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%)
  • Tuition reimbursement up to $5,250/year
  • Business-casual environment that includes the option to wear jeans
  • Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
  • Paid volunteer time — 16 hours per calendar year
  • Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
  • Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
tax planninghigh net worth tax planningadvanced research skillstax law knowledge
Soft Skills
client communicationentrepreneurial mindsetdecision-makingproblem-solving
Certifications
CPA licenseMaster’s Degree in taxation