Tax Planner

• Complete and file income tax returns for individuals (federal and state)
• Conduct Tax Research - stay up to date with laws and evolving tax regulations using tax research tools
• Create process flow and monitor tax return milestones with external Tax Preparation Partners
• Manage client files, organize workpapers and lead sheets
• Communicate effectively and discuss tax planning and tax return results with members
• Provide expert tax planning and compliance services to optimize tax strategies for clients
• Collaborate closely with our Certified Financial Planners® to devise and implement tax strategies that align with clients’ goals and regulatory requirements
• Manage ongoing tax compliance work for members.

• Certified Public Accountant (CPA), Enrolled Agent (EA), Juris Doctorate (JD) or equivalent demonstrated tax expertise required
• Minimum of 2+ years of experience in tax compliance, tax preparation or similar role with a proven track record of managing tax responsibilities
• Knowledge of complex individual tax situations including but not limited to Foreign income and FBAR reporting, Partnership K1 related matters, state tax credits and reciprocity, real estate reporting
• Time management. Effective time management skills to prioritize multiple clients, manage deadlines to meet tax filing dates and internal product development
• Software proficiency. Able to use LaCerte, Proconnect, Google Workspace
• Education. Bachelor’s degree in accounting, finance or related field.

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.