Seeking financial planning in tax for HNW and UHNW CPA's or Tax attorneys!!!!!
Tax Planning team for HNW clients want to hear from passionate talent in this space who will be working in a new service for the firm. Pay Range: $90,080-$135K plus benefits HYBRID
Job Overview:
High-Net-Worth Services will be offering a suite of fee-based planning services, investing services, and high-net-worth focused capabilities to help those we serve such as the delivery of Tax Plans. The Senior Tax Planner will gather data and analysis in tax planning software, tax research, collaborate with partners on high plan design, plan summaries, and help prepare team to present these plans to clients.
Responsibilities:
Review past tax returns to identify opportunities
Gather, analyze data, to provide strategies for HNW clients in addition to creating tax plans and presenting them to the advisors.
Roll up your sleeves to assist in complex personal and business financial planning concepts especially tax law changes.
Educate team members on updates to tax code/regulations
Become subject matter expert on tax planning and potential tax law changes.
Requirements:
Bachelor's Degree
Five + years of tax prep/planning experience within a tax or accountancy firm, financial services firm and/or a financial planning environment
SALT: State and Local tax, and broad range of tax planning and or issues(small business, estate planning, state/federal taxes, corporate tax etc.)
CPA designation or Tax Attorney
Software experience:
Proficient in Microsoft Office suite
Financial or tax planning software preferred (eMoney, Holistiplan, Naviplan, MoneyGuide Pro, BNA Income Tax Planner, etc.)
Job Type: Full-time
Pay: $90,000.00 - $135,000.00 per year
Experience level:
Schedule:
Application Question(s):
- Do you have your CPA, JD or LLM?
- Do you have experience working with tax planning for High Network Individuals and/or UHNW?
- DO you have experience with SALT (State and local tax)?
Ability to Relocate:
- Fort Mill, SC: Relocate before starting work (Required)
Work Location: In person