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Tax Specialist - Empower Personal Wealth

extra holidays - extra parental leave
Remote: 
Full Remote
Contract: 
Salary: 
92 - 131K yearly
Experience: 
Mid-level (2-5 years)
Work from: 

Offer summary

Qualifications:

Active CPA license required, 4+ years of high net worth experience, Experience with tax planning technologies, Proficiency in MS Excel and Word, Advanced research skills.

Key responsabilities:

  • Help clients understand their tax situation
  • Empower clients to make informed decisions
  • Collaborate on tax and wealth transfer matters
  • Stay updated on tax law changes
  • Communicate impacts to advisors and clients
Empower logo
Empower Financial Services XLarge https://www.empower.com/
10001 Employees
See more Empower offers

Job description

Grow your career with a growing organization

Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

Tired of the CPA grind and not looking forward to another busy season?

Empower's Personal Wealth business is growing and we are hiring a new Tax Planning Specialist. In this new role, you will help our Empower Personal Wealth clients navigate their tax planning considerations.

The Tax Specialist will collaborate with team members to review current and prospective client tax situations and consult directly with Advisors and clients around tax projections and strategies. This opportunity allows you to move beyond preparing tax returns and engage with clients to proactively manage their financial lives in a thoughtful and tax efficient manner.

​​What you will do

  • 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.

What you will bring

  • Active CPA license is required

  • 4+ years of high net worth (HNW) experience required

  • 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

What will set you apart

  • Master’s Degree in taxation tax a plus

  • A strong desire to engage and effectively communicate with clients daily

  • A strong entrepreneurial mindset to add ideas on how we can scale our current services to a broader set of clients more efficiently

​​​#li-remote

#pjpw

***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

  • Medical, dental, vision and life insurance
  • 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
  • Tuition reimbursement up to $5,250/year
  • Business-casual environment that includes the option to wear jeans
  • Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
  • Paid volunteer time — 16 hours per calendar year
  • Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
  • Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.

Base Salary Range

$92,400.00 - $130,500.00

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Equal opportunity employer  Drug-free workplace

We are an equal opportunity employer with a commitment to diversity.  All individuals, regardless of personal characteristics, are encouraged to apply.  All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. 

***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***

Job Posting End Date at 12:01 am on:

11-09-2024

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Required profile

Experience

Level of experience: Mid-level (2-5 years)
Industry :
Financial Services
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Analytical Skills
  • Microsoft Excel
  • Entrepreneurship
  • Analytical Thinking
  • Verbal Communication Skills
  • Microsoft Word

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