Tax Specialist – High Net Worth Clients
Location
United States
Posted
47 days ago
Salary
$100.9K - $142.5K / year
Job Description
Job Requirements
- Active CPA license required
- 4+ years of high net worth (HNW) 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
- Master’s Degree in taxation tax a plus
- A strong desire to engage and effectively communicate with clients daily
- A strong entrepreneurial mindset to add ideas on how we can scale our current services to a broader set of clients more efficiently
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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