Senior Tax Associate

Jobtailor; Deutschland; Remote; EUR 70.000 - 100.000; Vollzeit

Zusammenfassung

Jobtailor seeks an experienced tax planning professional to serve high-net-worth clients remotely. The role focuses on delivering tailored strategies without tax return preparation, leveraging planning tools, and coordinating with senior advisors to optimize financial decisions.

Candidates should hold CPA and CFP designations or be pursuing them, with strong client communication skills and a proven client meeting cadence. This is a remote, high-impact advisory position.

Qualifikationen

• Active CPA license required.
• 5–7+ years in personal tax planning or wealth management.
• Experience with high-net-worth clients and multi-state tax scenarios.
• Strong communication and presentation skills via video.
• Ability to analyze Form 1040s quickly.
• Familiarity with fee-only advisory environments preferred.

Aufgaben

• Lead 10–15 virtual tax strategy sessions per week.
• Deliver tailored tax advice and guide high-net-worth clients through decisions.
• Answer questions via secure messaging about withholdings and projections.
• Review Form 1040s and schedules to optimize multi-year tax outcomes.
• Build and present customized tax strategies using planning tools.
• Collaborate with Lead Planners and Director of Specialized Advice.
• Integrate tax optimization into holistic financial plans.
• Advise on Roth conversions, real estate, charitable giving, and executive compensation planning.

Kenntnisse

CPA license

CFP designation

Tax planning

Personal tax planning

High-net-worth

Client consulting

Video presentation

Form 1040 analysis

Multi-state tax

Withholding strategies

Roth conversions

Real estate tax planning

Wealth management

Holistiplan

BNA

Corvee

CRM tools

Digital workflow tools

Ausbildung

Certified Public Accountant (CPA)

Certified Financial Planner (CFP®)

Tools

Holistiplan

BNA

Corvee

CRM tools

Digital workflow tools

Jobbeschreibung

• Lead 10–15 virtual tax strategy sessions per week
• Deliver tailored tax advice and guide members through high-stakes financial decisions
• Answer inbound member questions via secure messaging about withholdings, life events, IRS notices, and tax projections
• Review Form 1040s and schedules to diagnose multi-year tax optimization opportunities
• Build, model, and present customized tax strategies using modern planning tools
• Focus on bracket management, withholding adjustments, and estimated tax schedules
• Research complex federal and multi-state tax scenarios
• Architect compliant, creative strategies across diverse household profiles
• Collaborate with Lead Planners and the Director of Specialized Advice
• Integrate tax optimization into holistic financial plans
• Advise on Roth conversions, real estate and rental assets, charitable giving, small business/entity structuring, and equity compensation
• Provide forward-looking planning and member advisory without preparing tax returns or compliance filings

Requirements

• Active Certified Public Accountant (CPA) license required
• 5–7+ years of professional experience specializing in personal tax planning, private client tax advisory, high-net-worth tax consulting, or wealth management
• Demonstrated history of managing a regular client meeting cadence, such as 10–15 client consultations weekly
• Exceptional empathy, active listening, and strong presentation skills over video
• Expert ability to analyze Form 1040s and supporting schedules rapidly
• Strong expertise in individual federal and state tax codes
• Knowledge of pass-through entities, retirement distribution strategies, and executive compensation planning
• Uncompromising integrity and dedication to delivering objective, member-first advice
• Certified Financial Planner (CFP®) designation or active pursuit preferred
• Prior advisory experience within a fee-only RIA, multi-family office, or wealth management firm alongside CFP® professionals preferred
• High proficiency with Holistiplan, BNA, Corvee, and CRM/digital workflow tools preferred

Core Competencies

Demonstrates expertise in personal tax planning and high-net-worth tax consulting, with a strong focus on delivering tailored tax strategies and optimizing financial decisions for clients. Proficient in analyzing tax forms and integrating tax optimization into comprehensive financial plans.

Highest-signal resume keywords

• Active Certified Public Accountant (CPA) License
• 5–7+ Years of Personal Tax Planning Experience
• Expertise in Federal and State Tax Codes
• Strong Presentation Skills Over Video
• High Proficiency with Holistiplan and CRM Tools

Hard Skills

• Tax Strategy Development
• Form 1040 Analysis
• Tax Optimization
• Bracket Management
• Withholding Adjustments
• Roth Conversions
• Charitable Giving Strategies
• Real Estate Tax Planning
• Multi-State Tax Scenarios
• Wealth Management

Soft Skills

• Empathy
• Active Listening
• Client Consultation
• Presentation Skills
• Integrity

Certifications & Qualifications

• Certified Public Accountant (CPA)
• Certified Financial Planner (CFP®)

Industry Keywords

• Personal Tax Planning
• High-Net-Worth Tax Consulting
• Private Client Tax Advisory
• Fee-Only RIA
• Multi-Family Office

Tools & Technologies

• Holistiplan
• BNA
• Corvee
• CRM Tools
• Digital Workflow Tools