Tax Specialist - High Net Worth Clients

Empower Geographics Inc

Remote, US
Base: $100,900 - $142,525; bonus: non-sales positi...
Hybrid
Active cpa license required
4+ years high net worth experience
Proficiency in bna income tax planner
Empower Geographics Inc is seeking a Tax Specialist for High Net Worth Clients to work in a hybrid remote environment. The ideal candidate will have an active CPA license, at least four years of experience in high net worth tax planning, and strong communication skills

Job Summary

  • The role involves moving beyond preparing tax returns to proactively manage client financial lives through tax-efficient strategies.
  • Employees are encouraged to celebrate internal mobility and work in a flexible environment that prioritizes well-being and work-life balance.
  • The company offers comprehensive benefits including medical insurance, a 401(k) plan with up to 6% matching, and tuition reimbursement.

Matching Summary

Match Score: 85

Empower Geographics Inc is seeking a Tax Specialist for High Net Worth Clients to work in a hybrid remote environment. The ideal candidate will have an active CPA license, at least four years of experience in high net worth tax planning, and strong communication skills.

Salary

Base: $100,900 - $142,525; Bonus: Non-sales positions eligible for bonus program; Benefits: Medical, dental, vision, life, 401(k) match, tuition reimbursement

Skills & Requirements

Must-have

  • Active CPA license required
  • 4+ years high net worth experience
  • Proficiency in BNA Income Tax Planner
  • Advanced research skills for complex issues

Nice-to-have

  • Master's Degree in taxation
  • Strong entrepreneurial mindset
  • Desire to engage with clients daily
  • Experience with tax planning technologies

Key Requirements

  • Active CPA license
  • 4+ years HNW experience
  • Authorized to work in the U.S. without sponsorship

Work Rights

Must be authorized to work for any employer in the U.S.

Tailored Resume

Cover Letter