- Lead 10–15 virtual tax strategy sessions per week
- Deliver tailored tax advice and guide members through high-stakes financial decisions
- Answer inbound member questions via secure messaging about withholdings, life events, IRS notices, and tax projections
- Review Form 1040s and schedules to diagnose multi-year tax optimization opportunities
- Build, model, and present customized tax strategies using modern planning tools
- Focus on bracket management, withholding adjustments, and estimated tax schedules
- Research complex federal and multi-state tax scenarios
- Architect compliant, creative strategies across diverse household profiles
- Collaborate with Lead Planners and the Director of Specialized Advice
- Integrate tax optimization into holistic financial plans
- Advise on Roth conversions, real estate and rental assets, charitable giving, small business/entity structuring, and equity compensation
- Provide forward-looking planning and member advisory without preparing tax returns or compliance filings
Requirements
- Active Certified Public Accountant (CPA) license required
- 5–7+ years of professional experience specializing in personal tax planning, private client tax advisory, high-net-worth tax consulting, or wealth management
- Demonstrated history of managing a regular client meeting cadence, such as 10–15 client consultations weekly
- Exceptional empathy, active listening, and strong presentation skills over video
- Expert ability to analyze Form 1040s and supporting schedules rapidly
- Strong expertise in individual federal and state tax codes
- Knowledge of pass-through entities, retirement distribution strategies, and executive compensation planning
- Uncompromising integrity and dedication to delivering objective, member-first advice
- Certified Financial Planner (CFP®) designation or active pursuit preferred
- Prior advisory experience within a fee-only RIA, multi-family office, or wealth management firm alongside CFP® professionals preferred
- High proficiency with Holistiplan, BNA, Corvee, and CRM/digital workflow tools preferred
Core Competencies
Demonstrates expertise in personal tax planning and high-net-worth tax consulting, with a strong focus on delivering tailored tax strategies and optimizing financial decisions for clients. Proficient in analyzing tax forms and integrating tax optimization into comprehensive financial plans.
Highest-signal resume keywords
- Active Certified Public Accountant (CPA) License
- 5–7+ Years of Personal Tax Planning Experience
- Expertise in Federal and State Tax Codes
- Strong Presentation Skills Over Video
- High Proficiency with Holistiplan and CRM Tools
Hard Skills
- Tax Strategy Development
- Form 1040 Analysis
- Tax Optimization
- Bracket Management
- Withholding Adjustments
- Roth Conversions
- Charitable Giving Strategies
- Real Estate Tax Planning
- Multi-State Tax Scenarios
- Wealth Management
Soft Skills
- Empathy
- Active Listening
- Client Consultation
- Presentation Skills
- Integrity
Certifications & Qualifications
- Certified Public Accountant (CPA)
- Certified Financial Planner (CFP®)
Industry Keywords
- Personal Tax Planning
- High-Net-Worth Tax Consulting
- Private Client Tax Advisory
- Fee-Only RIA
- Multi-Family Office
Tools & Technologies
- Holistiplan
- BNA
- Corvee
- CRM Tools
- Digital Workflow Tools
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Senior Tax Associate Arbeitgeber: Jobtailor
Als Front Office Supervisor in unserem dynamischen Team bieten wir Ihnen die Möglichkeit, in einem unterstützenden und freundlichen Arbeitsumfeld zu wachsen. Wir legen großen Wert auf die berufliche Entwicklung unserer Mitarbeiter und bieten regelmäßige Schulungen sowie die Chance, Verantwortung zu übernehmen. Unsere Lage ermöglicht es Ihnen, Teil einer lebendigen Gemeinschaft zu sein, während Sie gleichzeitig die Standards unseres Franchise-Partners einhalten und unseren Gästen einen unvergesslichen Aufenthalt bieten.
