Senior Tax Consultant

You can get further details about the nature of this opening, and what is expected from applicants, by reading the below.
About the Company
A fast-growing, independent RIA is seeking a Senior Tax Planner to join an integrated in-house tax planning team. This team works directly alongside financial advisors and client service staff to deliver comprehensive tax planning services to a high-net-worth clientele. The firm's embedded tax function is a true differentiator — not an afterthought.
About the Role
The right candidate is passionate about client service, deeply versed in individual and entity tax planning, and thrives in a collaborative, advisor-facing environment.
Responsibilities
Partner with the advisory team to develop and present strategic tax planning solutions to HNW clients and prospectsServe as the primary point of contact for client tax questions, delivering clear and timely communicationParticipate in prospect meetings to demonstrate the tangible value of integrated tax planningStay current on tax law changes and proactively communicate relevant updates firm-wideBuild client confidence through technical expertise, responsiveness, and consistent follow-throughSupport research on complex and evolving tax issuesIdentify and implement process improvements across the tax functionLeverage tax planning software and tools effectively within established workflows
Qualifications
Bachelor's degree required8–10+ years of tax planning and/or preparation experienceCFP® requiredCPA or EA required (candidates actively pursuing will be considered)
Required Skills
Proven experience delivering tax consulting to HNW individuals and business entitiesStrong technical research skills across complex tax matters and regulatory changesExcellent interpersonal, communication, and relationship management skillsHighly organized with the ability to manage multiple priorities in a deadline-driven environmentStrong attention to detailExperience with Holistiplan and Income Lab a plus
Pay range and compensation package
Standard Monday–Friday in-office schedule; occasional extended hours during peak client or prospect activity. xzbcwsv
Equal Opportunity Statement
We are committed to diversity and inclusivity in our hiring practices.