Tax Planning Specialist
WealthsimpleSalary not specified
Not SpecifiedCompensation
Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Wealth ManagementIndustries
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
- Applicants must be authorized to work for any employer in the U.S. (no sponsorship)
Responsibilities
- Collaborate with team members to review current and prospective client tax situations
- Consult directly with Advisors and clients around tax projections and strategies
- 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
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
What benefits are offered for this Tax Specialist position?
Benefits include medical, dental, vision and life insurance, plus a 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.
Is this Tax Specialist role remote or flexible?
The company offers a flexible work environment.
What qualifications are required for the Tax Specialist role?
Requirements include an active CPA license, 4+ years of high net worth (HNW) experience, experience with tax planning technologies, proficiency in MS Excel and Word and BNA Income Tax Planner, and advanced research skills.
What is the company culture like at Empower?
Empower emphasizes a flexible work environment, fluid career paths, internal mobility, purpose, well-being, work-life balance, inclusivity, and volunteering in communities.
What will make my application stand out for this Tax Specialist position?
A Master’s Degree in taxation is a plus, along with a strong desire to engage and effectively communicate with clients daily and a strong entrepreneurial mindset to scale services efficiently.
Empower
Personal finance management and credit building
About Empower
Empower.me provides personal finance management and credit building services through a subscription model. Users can sign up for a 14-day free trial, after which they pay $8 per month for access to various financial tools. These tools include customizable payment plans, budgeting features, and credit score monitoring. A key aspect of Empower.me is its focus on helping users build credit by reporting their payments to credit bureaus, which can enhance their credit history if payments are made on time. Additionally, Empower.me offers a Thrive line of credit, which involves a soft inquiry on the user's credit report, ensuring that their credit score remains unaffected during the application process. Unlike many competitors, Empower.me specifically targets individuals with no minimum credit score, aiming to improve their financial health and savings.
San Francisco, CaliforniaHeadquarters
2016Year Founded
$96.8MTotal Funding
LATE_VCCompany Stage
Fintech, Financial ServicesIndustries
51-200Employees
