Tax Planner

We are a $1B hybrid Registered Investment Advisor with a deep client offering across wealth management retirement plans estate planning tax efficiency and corporate benefits. Our Partners launched the firm in 2017 and have been exponentially growing since. We are an innovative client-centric firm that strives for perfection goes out of our way to make every client feel like our only client gives the extra 10% to heighten the experience and treats clients like family. We want our clients to have peace of mind when working through their planning and investment strategies with us. Our firm has big goals and is high growth so we look for individuals that have a natural growth mindset personally and professionally as well. We take good care of our people with an extensive benefits offering Friday lunches getting together at events and always trying to be flexible to match our family first approach.

The Tax Planner is a newly created role for us and we are excited about the opportunity to have a subject matter expert to bridge the gap between wealth planning and tax strategy. This individual will support our financial advisors in delivering holistic planning by reviewing tax returns evaluating retirement plan strategies analyzing Roth conversions and coordinating directly with clients CPAs to ensure all financial strategies are aligned and properly executed. You are a creative leader and strategic thinker excited about the unique opportunity to help build something meaningful within a firm.

This is the perfect opportunity for someone that has built their career in public accounting and is ready to shift that expertise and expand into wealth management!

Tax Return Review & Audit

• Review individual and business tax returns to identify opportunities and ensure consistency with financial plans
• Cross-check tax documents against client financials to confirm retirement contributions deductions and income classifications are accurate and optimized
• Highlight potential red flags planning gaps or opportunities for tax mitigation
  

Retirement Plan Coordination

• Validate that retirement plan contributions (401(k) SEP SIMPLE etc.) are being deducted and reported correctly
• Recommend retirement plan types based on client income structure (W-2 1099 pass-through entities etc.)
• Analyze defined benefit/cash balance plan feasibility when applicable
  

Strategic Roth Conversion Analysis

• Model tax implications of Roth conversions based on income levels marginal brackets and multi-year planning strategies
• Coordinate with CPAs to time conversions in tax-efficient years and avoid adverse outcomes (IRMAA brackets phaseouts etc.)
  

Cost Segregation & Advanced Planning

• Evaluate potential for cost segregation studies in real estate-heavy client portfolios
• Serve as liaison between clients and specialist vendors to execute and report properly
• Assist with advanced planning items such as NUA strategies RMD projections and charitable giving optimization
  

CPA & External Advisor Collaboration

• Proactively communicate with CPAs ensuring coordinated advice and mutual understanding of client strategies
• Translate financial planning insights into tax language for seamless integration
• Attend client meetings with CPAs or legal professionals to represent firm strategy and offer subject matter expertise
  

Internal Advisor Support

• Act as a technical resource to advisors and support staff for tax-sensitive planning questions
• Assist in building internal workflows and checklists to maintain tax compliance across our client set
• Keep the team current on tax law changes and planning tactics that may impact clients
  

Skills and Qualifications

• Bachelors degree in Accounting Finance or related field required; advanced degree preferred
• Active CPA highly preferred; may consider EA or CFP with strong tax experience
• 7 years of client-facing tax planning experience required; public accounting or integrated wealth management
• Strong understanding of tax code retirement plans Roth strategies and financial planning principles
• Ability to read and interpret tax returns (FormsS 1065 K-1s etc.)
• Excellent verbal and written communication skills with the ability to collaborate directly with CPAs and high-net-worth clients
• Excellent relationship management skills with a genuine interest in serving and caring for clients
• Technology savvy proficient with Microsoft Office can easily learn new software
• Team player humble hungry and smart; willing to fill in for others duties when needed
• Open to feedback driven to continually learn improve and grow themselves and the company
• Organized disciplined excellent time management to prioritize many projects simultaneously