About the Company:
A fast-growing, independent RIA is seeking a Senior Tax Planner to join an integrated in-house tax planning team. This team works directly alongside financial advisors and client service staff to deliver comprehensive tax planning services to a high-net-worth clientele. The firm's embedded tax function is a true differentiator — not an afterthought.
About the Role:
The right candidate is passionate about client service, deeply versed in individual and entity tax planning, and thrives in a collaborative, advisor-facing environment.
Responsibilities:- Partner with the advisory team to develop and present strategic tax planning solutions to HNW clients and prospects
- Serve as the primary point of contact for client tax questions, delivering clear and timely communication
- Participate in prospect meetings to demonstrate the tangible value of integrated tax planning
- Stay current on tax law changes and proactively communicate relevant updates firm-wide
- Build client confidence through technical expertise, responsiveness, and consistent follow-through
- Support research on complex and evolving tax issues
- Identify and implement process improvements across the tax function
- Leverage tax planning software and tools effectively within established workflows
Qualifications:
Bachelor's degree required8–10+ years of tax planning and/or preparation experienceCFP® requiredCPA or EA required (candidates actively pursuing will be considered)
Required Skills:- Proven experience delivering tax consulting to HNW individuals and business entities
- Strong technical research skills across complex tax matters and regulatory changes
- Excellent interpersonal, communication, and relationship management skills
- Highly organized with the ability to manage multiple priorities in a deadline-driven environment
- Strong attention to detail
- Experience with Holistiplan and Income Lab a plus
- Pay range and compensation package
Standard Monday–Friday in-office schedule; occasional extended hours during peak client or prospect activity.
Equal Opportunity Statement
We are committed to diversity and inclusivity in our hiring practices.
