Tax Planner

United StatesRemoteFull-timemid

OtherPlanner

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Quick Summary

Overview

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Tax Planner based in United States.

Technical Tools

OtherPlanner

This is a fully remote opportunity within a growing wealth management and tax practice.
The Tax Planner will help develop and review individualized tax plans and projections for a broad client base.
You’ll support individual income tax preparation while partnering closely with financial advisors on tax strategies.
The role combines technical tax work, financial analysis, client service, and problem-solving.
You’ll also prepare and review financial reporting packages and investigate financial trends and variances.
Success in this position requires strong attention to detail, communication, organization, and a willingness to continuously learn.
It’s well suited to a motivated tax professional who enjoys collaboration and helping clients pursue their financial goals.

Build and review individualized client tax plans, projections, and related analyses.
Assist with individual income tax preparation and filing activities for a substantial client base.
Develop practical experience and proficiency across individual income tax matters and planning projects.
Collaborate with financial advisors to identify and develop tax strategies aligned with clients’ broader financial objectives.
Research and resolve individual tax questions and issues, applying sound judgment and creative problem-solving.
Verify invoices against client billing arrangements and maintain accurate billing records.
Prepare and review financial statements and reporting packages, including profit and loss statements, balance sheets, and cash flow reports.
Investigate financial variances, trends, and other items requiring additional analysis.
Maintain accurate, organized work while managing multiple priorities in a distributed remote environment.
Learn and adopt new software applications, processes, and tax-related tools as required.

Requirements

~1 min read

1–5 years of experience in public accounting, tax preparation, tax planning, financial planning, or a closely related field.
CPA or EA certification is required; CFP certification is optional.
Strong interest in individual taxation, tax planning, and solving client-specific tax issues.
Excellent attention to detail and organizational skills, with a strong commitment to accuracy and follow-through.
Strong written and verbal communication skills, with the ability to explain complex financial or tax concepts clearly.
Analytical and problem-solving skills, with the ability to think independently and develop practical solutions.
Comfortable learning new technologies and professional software applications quickly.
Ability to collaborate effectively with advisors and distributed teams in a remote environment.
Self-motivated, proactive, adaptable, and willing to take on new challenges.
Experience with CCH Axcess or other professional tax software is a plus.
Familiarity with Schwab, Fidelity, or similar brokerage platforms is beneficial.
Experience with Orion or another portfolio management platform is a plus.
Familiarity with Salesforce or another client relationship management platform is advantageous.