Tax Specialist - High Net Worth Clients

Responsibilities

• Help clients better understand their current tax situation and the planning opportunities that can create efficiencies.
• Empower clients to make informed decisions with their tax planning considerations.
• Work with other internal Planning Specialists on tax, wealth transfer matters, charitable giving, and extensive one-off unique transaction strategies (i.e Real Estate and Stock option projections)
• Stay up to date on tax law changes and communicate the effects to advisors and clients.

Requirements

• Active CPA license required
• 4+ years of high net worth (HNW) experience
• Experience with tax planning technologies
• Proficiency in MS Excel and Word and BNA Income Tax Planner
• Advanced research skills to assist in providing possible solution for complex client issues
• What will set you apart
• Master's Degree in taxation tax a plus
• A strong desire to engage and effectively communicate with clients daily
• A strong entrepreneurial mindset to add ideas on how we can scale our current services to a broader set of clients more efficiently
• #PJPW
• ***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***
• What we offer you
• We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
• Medical, dental, vision and life insurance
• Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time - 16 hours per calendar year
• Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
• Base Salary Range
• $100,900.00 - $142,525.00
• Equal opportunity employer - Drug-free workplace
• ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your h

Benefits

Additional Information

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. Tired of the CPA tax season grind? Look no further! Empower's Personal Wealth business is growing and we are hiring a new Tax Planning Specialist who can help our Empower Personal Wealth clients navigate their tax planning considerations. The Tax Specialist will collaborate with team members to review current and prospective client tax situations and consult directly with Advisors and clients around tax projections and strategies. This opportunity allows you to move beyond preparing tax returns and engage with clients to proactively manage their financial lives in a thoughtful and tax efficient manner.

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