Retirement Tax Planner & Strategist (CPA/EA)

Vosberg Wealth Management

Glendora (CA)

On-site

USD 90,000 - 130,000

Full time

12 days ago

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Benefits offered by this job

401(k) match

PTO & holidays

Job summary

Vosberg Wealth Management in Glendora, CA, is seeking a Tax Planner & Preparer to weave tax strategy into ongoing financial planning. The role involves preparing client returns during filing season and collaborating with advisors to optimize retirement tax outcomes.

You will work closely with clients, explain strategies clearly, and stay current on tax laws. A CPA or EA with 5+ years of experience is preferred, and familiarity with retirement tax topics is essential.

Qualifications

CPA or EA is required for the role.
5+ years of tax preparation experience; tax planning experience is strongly preferred.
Deep familiarity with retirement-related tax topics (Social Security taxation, RMDs, IRA/401(k) distributions, Roth conversions, Medicare IRMAA).
Comfortable working with financial advisors as part of an integrated planning team.

Responsibilities

Prepare and review individual federal and state tax returns for clients.
Manage client document collection and review during tax season.
Identify retirement-related deductions, credits, and issues (Social Security taxation, RMDs, IRMAA, QCDs, basis on investments).
Partner with financial advisors to build tax strategies into retirement plans.
Model Roth conversion strategies, withdrawal sequencing, and tax-bracket management for retirees.
Advise on tax-efficient charitable giving (QCDs, donor-advised funds), tax-loss harvesting, and capital gains planning.
Monitor tax law changes and flag planning opportunities or risks for clients.
Participate in client meetings to explain tax strategy and answer questions.
Help develop firm-wide tax planning processes and educational content.