Sr. Tax Planner
Core
Create financial and tax plans for advisors to deliver to their clients, including reviewing tax returns and developing short and long-term tax strategies.
Role type
Senior Tax Planner (IC)
Builds
Tax plans and financial planning recommendations
Domain
Financial services / Tax planning
Required skills
Tax planning, tax return review, personal financial planning, business tax, estate planning, state/federal tax knowledge, tax law research, data analysis, Microsoft Office proficiency
Preferred skills
JD/CFP designation, tax prep software experience, CRM applications experience, financial planning software experience, high net worth tax return preparation
Technologies
Microsoft Office, Salesforce, Redtail, eMoney, Holistiplan, Naviplan, MoneyGuide Pro, BNA Income Tax Planner
Responsibilities
Review clients' past tax returns to identify incremental opportunities; Collect, analyze data, and provide recommendations on tax strategies; Create and present Tax Plans to advisors and clients; Research ad-hoc tax planning questions; Educate advisors on tax code updates and regulations
Seniority
Senior, hands-on IC
