Experienced Tax Specialist - High Net Worth Planning

Empower Geographics Inc

Remote, , US
Base: $100,900.00 - $142,525.00; bonus/equity: bon...
Hybrid
High net worth tax planning
Tax planning technologies
Client tax projections and strategies
Empower Geographics Inc offers a flexible work environment and celebrates internal mobility while fostering a welcoming and inclusive culture

Job Summary

  • Empower Geographics Inc offers a flexible work environment and celebrates internal mobility while fostering a welcoming and inclusive culture.
  • The Tax Specialist role involves helping clients understand their tax situations, collaborating with advisors, and proactively managing financial lives in a tax-efficient manner.
  • The company provides diverse benefits including medical, dental, vision, life insurance, 401(k) with matching, tuition reimbursement, paid time off, and paid volunteer time.

Matching Summary

Empower Geographics Inc offers a flexible work environment and celebrates internal mobility while fostering a welcoming and inclusive culture.

Salary

Base: $100,900.00 - $142,525.00; Bonus/Equity: Bonus program available; Benefits: Medical, dental, vision, life insurance, 401(k) with matching, tuition reimbursement, paid time off

Skills & Requirements

Must-have

  • High net worth tax planning
  • Tax planning technologies
  • Client tax projections and strategies
  • MS Excel and Word proficiency
  • Collaborate with advisors and clients

Nice-to-have

  • Entrepreneurial mindset
  • Effective client communication
  • Inclusive and flexible work environment

Key Requirements

  • Active CPA license
  • 4+ years high net worth tax planning experience
  • Authorized to work in the U.S.
  • Experience with BNA Income Tax Planner
  • Advanced research skills

Work Rights

Authorized to work in the U.S.

Tailored Resume

Cover Letter