Tax Planner

🔥 10 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🟢 Junior

💰 Tax

👻 Ghost score 12%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Ritholtz Wealth Management

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2013

💼 Consulting

🛡️ Insurance

💸 Finance

Consulting • Insurance • Finance

Ritholtz Wealth Management is a dynamic team of investment professionals dedicated to delivering comprehensive wealth management solutions. They provide tailored financial plans and offer services such as tax planning, insurance, estate planning, and corporate retirement planning. They emphasize a fiduciary relationship with their clients, ensuring trust, transparency, and rational explanations for their financial strategies. Their approach combines personalized guidance with a holistic view of financial planning, all aimed at securing and maximizing the impact of their clients' wealth.

📋 Description

• Build and review client tax plans and projections • Assist the Tax Manager with income tax filing for 300+ individuals • Develop experience and proficiency in income tax filing matters • Work with advisors to develop tax strategies supporting clients’ financial goals • Ensure invoices agree with client billing arrangements and records • Prepare and review financial statements and reporting packages, including P&L, balance sheet, and cash flow • Investigate financial statement variances and trends

🎯 Requirements

• 1-5 years of experience in public accounting, tax filing, tax planning, or financial planning • Experience with tax-related projects and individual tax issues • Computer-savvy and able to learn new software applications with relative ease • Attention to detail • Organized and able to ensure nothing falls through the cracks • Problem-solving ability and willingness to take on new challenges • Ability to explain complex information clearly • Ability to think on your feet and learn new things • Comfortable collaborating with diversified distributed teams and roles in a remote environment • CPA or EA (Required) • CFP (Optional) • Bonus skills: CCH Axcess or other professional tax software • Bonus skills: Schwab, Fidelity, or equivalent brokerage platform • Bonus skills: Orion or other portfolio management platform • Bonus skills: Salesforce or equivalent client resource manager • Participation in E-Verify and completion of Form I-9 work authorization verification

🏖️ Benefits

• Hybrid/Remote/Work from home • Comprehensive benefits package • 401k with match • Generous time off • Paid Parental Leave • Support for community volunteering • Discretionary quarterly profit pool distribution after one year of employment • 401(k) • 401(k) matching • Employee discount • Paid time off • Parental leave