Tax Specialist – High Net Worth Clients

Job not on LinkedIn

November 8

Apply Now

Receive Emails with Similar Jobs

Empower

WebsiteLinkedInAll Job Openings

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.

10,000+ employees

💸 Finance

💳 Fintech

👥 B2C

📋 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

🏖️ Benefits

• Medical, dental, vision and life insurance • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%) • 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.