Job Description

About the Company

A fast-growing, independent RIA is seeking a Senior Tax Planner to join an integrated in-house tax planning team. This team works directly alongside financial advisors and client service staff to deliver comprehensive tax planning services to a high-net-worth clientele. The firm's embedded tax function is a true differentiator — not an afterthought.

About the Role

The right candidate is passionate about client service, deeply versed in individual and entity tax planning, and thrives in a collaborative, advisor-facing environment.

Responsibilities

• Partner with the advisory team to develop and present strategic tax planning solutions to HNW clients and prospects
• Serve as the primary point of contact for client tax questions, delivering clear and timely communication
• Participate in prospect meetings to demonstrate the tangible value of integrated tax planning
• Stay current on tax law changes and proactively communicate relevant updates firm-wide
• Build client confidence through technical expertise, responsiveness, and consistent follow-through
• Support research on complex and evolving tax issues
• Identify and implement process improvements across the tax function
• Leverage tax planning software and tools effectively within established workflows

Qualifications

• Bachelor's degree required
• 8–10+ years of tax planning and/or preparation experience
• CFP® required
• CPA or EA required (candidates actively pursuing will be considered)

Required Skills

• Proven experience delivering tax consulting to HNW individuals and business entities
• Strong technical research skills across complex tax matters and regulatory changes
• Excellent interpersonal, communication, and relationship management skills
• Highly organized with the ability to manage multiple priorities in a deadline-driven environment
• Strong attention to detail
• Experience with Holistiplan and Income Lab a plus

Pay range and compensation package

Standard Monday–Friday in-office schedule; occasional extended hours during peak client or prospect activity.

Equal Opportunity Statement

We are committed to diversity and inclusivity in our hiring practices.

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