Tax Specialist – High Net Worth Clients

🕒 5 days ago

🇺🇸 United States – Remote

💵 $100.9k - $142.5k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Tax

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Empower

WebsiteLinkedInAll Job Openings

10,000+ employees

💸 Finance

💳 Fintech

👥 B2C

Finance • Fintech • B2C

Empower is a leading provider of financial services focused on helping individuals and organizations achieve financial freedom through retirement planning and investment management. Serving over 19 million Americans, Empower offers a comprehensive suite of finance-related services, including smart planning and investment advice, and tools like the Empower Personal Dashboard™ for a complete financial view. The company is renowned as a top retirement plan provider and works closely with personal investors, workplace plan savers, plan sponsors, and financial professionals. Empower is also recognized for initiatives in Diversity, Equity, Inclusion, and has a social commitment that bolsters community impact.

📋 Description

• 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.

🎯 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 • 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

🏖️ Benefits

• 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) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.