Senior Tax Planner

• Tax Projections: Create comprehensive income tax projections
• Tax Liability Forecasting
• Scenario Analysis
• Identify under-withholding and over-withholding
• Assist with Quarterly Estimated Tax Payments
• Advise on IRS Safe Harbor Rules
• Strategic Tax Planning: Develop and implement tax strategies
• Retirement Planning
• Charitable Giving
• Education Savings
• Stock Options and Equity Compensation planning
• Alternative Minimum Tax (AMT) Planning
• Real Property Investments tax planning
• State and Local Tax Optimization (SALT)
• International Taxation
• Estate and Gift Tax Planning
• Review Tax Returns
• Ensure Accuracy and Compliance
• Maintain Tax Documentation
• Tax Return Filing
• Provide Audit Support
• Recommend and implement process improvements for tax return preparation and review

• Certified Public Accountant (CPA), Enrolled Agent (EA), or equivalent demonstrated tax expertise required
• Minimum of 7+ years of experience in tax planning and tax return review
• In-depth knowledge of federal, state, and local tax laws and regulations in the areas of individual taxation, estates, gifts and trusts, and passive investments
• Proficiency in existing tax software such as leading tax planning and financial analysis tools, with a willingness to use new technology as needed
• Excellent written and verbal communication skills, with the ability to explain tax concepts to non-experts
• High level of attention to detail and accuracy in tax planning and review processes
• Ability to work effectively in a team environment and collaborate with cross-functional teams

Additional certifications, or desire to obtain additional certifications are a plus

• Comprehensive health coverage: Medical, dental and vision
• 401k plan
• Technology allowance
• PTO
• Top of Market Pay
• Paid parental leave
• In-person team & company events