Senior Tax Associate

Stellenbeschreibung:

Lead 10–15 virtual tax strategy sessions per week
Deliver tailored tax advice and guide members through high-stakes financial decisions
Answer inbound member questions via secure messaging about withholdings, life events, IRS notices, and tax projections
Review Form 1040s and schedules to diagnose multi-year tax optimization opportunities
Build, model, and present customized tax strategies using modern planning tools
Focus on bracket management, withholding adjustments, and estimated tax schedules
Research complex federal and multi-state tax scenarios
Architect compliant, creative strategies across diverse household profiles
Collaborate with Lead Planners and the Director of Specialized Advice
Integrate tax optimization into holistic financial plans
Advise on Roth conversions, real estate and rental assets, charitable giving, small business/entity structuring, and equity compensation
Provide forward-looking planning and member advisory without preparing tax returns or compliance filings

Requirements

Active Certified Public Accountant (CPA) license required
5–7+ years of professional experience specializing in personal tax planning, private client tax advisory, high-net-worth tax consulting, or wealth management
Demonstrated history of managing a regular client meeting cadence, such as 10–15 client consultations weekly
Exceptional empathy, active listening, and strong presentation skills over video
Expert ability to analyze Form 1040s and supporting schedules rapidly
Strong expertise in individual federal and state tax codes
Knowledge of pass-through entities, retirement distribution strategies, and executive compensation planning
Uncompromising integrity and dedication to delivering objective, member-first advice
Certified Financial Planner (CFP®) designation or active pursuit preferred
Prior advisory experience within a fee-only RIA, multi-family office, or wealth management firm alongside CFP® professionals preferred
High proficiency with Holistiplan, BNA, Corvee, and CRM/digital workflow tools preferred

Core Competencies

Demonstrates expertise in personal tax planning and high-net-worth tax consulting, with a strong focus on delivering tailored tax strategies and optimizing financial decisions for clients. Proficient in analyzing tax forms and integrating tax optimization into comprehensive financial plans.