Senior Tax Planner
Provides expert tax planning, projections, scenario analysis, and return reviews for individual clients, collaborating with financial planners to optimize strategies in retirement, equity compensation, real estate, and more. Requires CPA/EA with 7+ years experience in individual taxation.
About the job
Responsibilities
Tax Projections and Forecasting
- Create comprehensive income tax projections for clients.
- Develop detailed tax liability forecasts based on financial status and changes.
- Construct tax scenarios for financial decisions like employment changes, investments, or family status.
Withholding and Payments
- Identify under/over-withholding and guide W-4 adjustments.
- Assist with quarterly estimated tax payments, calculations, and due dates.
- Advise on IRS Safe Harbor rules to avoid penalties.
Strategic Tax Planning
- Develop strategies to minimize liabilities in retirement planning (IRAs, Roth IRAs, 401(k)), charitable giving (donor-advised funds), education savings (529 plans), stock options/RSUs/ISOs/NSOs, AMT, real property investments (1031 exchanges), SALT, international taxation, estate/gift taxes.
- Analyze household data for tax optimization with financial planning team.
Tax Return Review and Filing
- Review individual tax returns for accuracy and compliance.
- Maintain tax records and documentation.
- File returns and resolve issues.
- Provide audit support.
Continuous Improvement
- Recommend process improvements for tax preparation and review.
Requirements
- Certified Public Accountant (CPA), Enrolled Agent (EA), or equivalent tax expertise required.
- 7+ years experience in tax planning and return review.
- In-depth knowledge of federal, state, local tax laws (individual taxation, estates/gifts/trusts, passive investments).
- Proficiency in tax software and financial analysis tools.
- Excellent communication skills to explain concepts to non-experts.
- High attention to detail.
- Team collaboration skills.
Nice-to-Haves
- Additional certifications or desire to obtain them.
Skills
Tax Planning Software, Financial Analysis Tools, Federal Tax Law, State Tax Law, Local Tax Law, Irs Compliance, W-4 Adjustments, Estimated Tax Payments, Stock Options Taxation, Rsus, Isos, Nsos, Amt Planning, 1031 Exchanges, Salt Optimization
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