Tax Specialist - High Net Worth Clients

Tax Planning Specialist for Empower Personal Wealth to help high net worth clients optimize tax planning opportunities beyond traditional return preparation. Responsibilities include reviewing clients’ current tax situations, consulting with Advisors and clients on tax projections and strategies, collaborating with Planning Specialists on tax and wealth transfer matters, charitable giving, and complex one-off transactions (e.g., real estate and stock option projections), staying current on tax law changes and communicating effects to advisors and clients. The role emphasizes proactive, tax-efficient guidance and meaningful client interaction, with opportunities to scale services and contribute ideas. Requires active CPA license, 4+ years of HNW experience, proficiency with tax planning technologies and MS Excel/Word (BNA), strong research abilities, and a client-facing mindset. Preference for Master’s Degree in taxation; remote/hybrid flexibility noted, with explicit remote/hybrid requirements for remote work setups.