Job Description:
• 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
Benefits:
• Medical, dental, vision and life insurance
• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• 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. BRGs are open to all.
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