Tax Planner

Accountabilities: Build and review individualized client tax plans, projections, and related analyses. Assist with individual income tax preparation and filing activities for a substantial client base. Develop practical experience and proficiency across individual income tax matters and planning projects. Collaborate with financial advisors to identify and develop tax strategies aligned with clients’ broader financial objectives. Research and resolve individual tax questions and issues, applying sound judgment and creative problem-solving. Verify invoices against client billing arrangements and maintain accurate billing records. Prepare and review financial statements and reporting packages, including profit and loss statements, balance sheets, and cash flow reports. Investigate financial variances, trends, and other items requiring additional analysis. Maintain accurate, organized work while managing multiple priorities in a distributed remote environment. Learn and adopt new software applications, processes, and tax-related tools as required. Requirements 1–5 years of experience in public accounting, tax preparation, tax planning, financial planning, or a closely related field. CPA or EA certification is required; CFP certification is optional. Strong interest in individual taxation, tax planning, and solving client-specific tax issues. Excellent attention to detail and organizational skills, with a strong commitment to accuracy and follow-through. Strong written and verbal communication skills, with the ability to explain complex financial or tax concepts clearly. Analytical and problem-solving skills, with the ability to think independently and develop practical solutions. Comfortable learning new technologies and professional software applications quickly. Ability to collaborate effectively with advisors and distributed teams in a remote environment. Self-motivated, proactive, adaptable, and willing to take on new challenges. Experience with CCH Axcess or other professional tax software is a plus. Familiarity with Schwab, Fidelity, or similar brokerage platforms is beneficial. Experience with Orion or another portfolio management platform is a plus. Familiarity with Salesforce or another client relationship management platform is advantageous. Benefits Fully remote/work-from-home flexibility within the United States. Comprehensive benefits package. 401(k) plan with employer matching. Generous paid time off. Paid parental leave. Employee discount. Support for community volunteering. Discretionary quarterly profit pool distribution after one year of employment. Collaborative and inclusive work environment. Opportunities to develop expertise across tax planning, tax preparation, and financial planning. Exposure to a growing, technology-enabled wealth management and tax practice.