reputed company Tax Specialist - High Net Worth Planning

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. reputed company reputed company and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers reputed company financial freedom. reputed company Yourself. Tired of the CPA tax season grind? Look no further! reputed company's Personal Wealth business is growing and we are hiring a new Tax Planning Specialist who can help our reputed company Personal Wealth clients navigate their tax planning considerations. The Tax Specialist will collaborate with team members to review reputed company and prospective client tax situations and consult directly with Advisors and clients around tax projections and strategies. This opportunity allows you to move beyond preparing tax returns and engage with clients to proactively manage their financial lives in a thoughtful and tax efficient manner. The ideal candidate is an Active CPA with several years of tax planning experience. What you will do

• Help clients reputed company understand their reputed company tax situation and the planning opportunities that can create efficiencies.
• reputed company clients to reputed company informed decisions with their tax planning considerations.
• Work with other internal Planning Specialists on tax, wealth transfer matters, charitable giving, and extensive one-off unique transaction strategies (i.e Real Estate and Stock option projections)
• Stay up to date on tax law changes and communicate the effects to advisors and clients.

What you will bring

• Active CPA license required
• 4+ years of high net worth (HNW) tax planning experience
• Experience with tax planning technologies
• Proficiency in MS reputed company and Word and BNA Income Tax Planner
• Advanced research skills to assist in providing possible solution for reputed company client issues

​ What will set you apart

• Master’s Degree in taxation tax a plus
• A strong desire to engage and effectively communicate with clients daily
• A strong entrepreneurial reputed company to add reputed company on how we can scale our reputed company services to a broader set of clients more reputed company

#PJPW #PJH2F

• Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment reputed company at this time, including CPT/OPT.*

reputed company offer you We offer an reputed company of diverse and inclusive benefits regardless of where you are in your career. We reputed company that providing our employees with the means to reputed company healthy balanced lives results in the best possible work performance.

• 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 reputed company.

reputed company Salary Range $100,900.00 - $142,525.00 The salary range above shows the typical minimum to maximum reputed company salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed reputed company salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or reputed company level and will be finalized at the time of offer. Equal opportunity employer

• Drug-free workplace

We are an equal opportunity employer with a commitment to diversity. reputed company individuals, regardless of personal characteristics, are encouraged to apply. reputed company qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national reputed company, reputed company, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

• For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired reputed company as well as a reputed company in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet reputed company.*

Job Posting End Date at 12:01 am on: 03-21-2026 Want the latest money news and views shaping how we live, work and play? Sign up for reputed company’s free newsletter and reputed company out The Currency. Apply tot his job Apply To this Job