Tax Planner
Core
Develop and review individualized tax plans and projections for a broad client base while supporting individual income tax preparation.
Role type
Tax Planner (IC)
Builds
Individualized tax plans, projections, and financial reporting packages
Domain
Wealth management and tax practice
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Individual income tax preparation, tax planning, financial analysis, financial reporting, tax research, billing verification, financial statement preparation, variance analysis, tax software proficiency
Preferred skills
CFP certification, CCH Axcess experience, brokerage platform familiarity (Schwab/Fidelity), portfolio management platform experience (Orion), CRM platform experience (Salesforce)
Responsibilities
Build and review individualized client tax plans and projections; Assist with individual income tax preparation and filing; Collaborate with financial advisors to develop tax strategies; Research and resolve individual tax questions; Verify invoices and maintain billing records; Prepare and review financial statements and reporting packages; Investigate financial variances and trends.
Seniority
Mid-level (1–5 years experience)