Tax Planning Associate

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Tax Planning Associate
The candidate will perform reviews of individual tax returns, business tax returns, and information on end-clients tax situation, working closely with other members of our Planning and Advice services team to collect, analyze and provide recommendations on short and long term tax strategies (e.g. investments, retirement plan savings, business structure and deductions. Review clients’ past tax returns during the financial planning process to identify incremental opportunities. Responsible for ensuring that all tax-related research and data gathering is complete, and creating the deliverables (“Tax Plan”) and presenting them to advisors and clients. Research ad-hoc tax planning questions as necessary to further support our advisors and their clients. Demonstrate an understanding of increasingly complex personal and business financial planning concepts and stay informed of current financial planning developments and tax law changes. Educate advisors on updates to tax code/regulations and act as a subject matter expert on tax planning and potential tax law changes. Bachelor's Degree in Business, Finance, or related field, 3-5 years of tax prep/planning experience within a tax or accountancy firm, financial services firm and/or a financial planning environment, CPA designation required, JD/CFP designation (or currently working toward completion) is a plus. Strong tax experience/knowledge with a strong understanding of personal financial planning and the broad range of tax issues (corporate tax, small business, estate planning, state/federal taxes, etc.). Experience in preparing high net worth tax returns is a strong plus. Strong communication and presentation skills with superior client service skills as you’ll be constantly interacting with advisors and clients. Proficient in Microsoft Office suite (Outlook, Excel, Word, PowerPoint). Experience with financial planning or tax planning software preferred (eMoney, Holistiplan, Naviplan, MoneyGuide Pro, BNA Income Tax Planner, etc.). Experience with tax prep software is a plus, but not required. Experience with CRM applications preferred (e.g. Salesforce, Redtail).

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