Senior Tax Planner

Landing Point; McLean (VA); On-site; USD 180,000 - 225,000; Full time

Benefits offered by this job

Equity

Job summary

Landing Point is seeking a Tax Planning Specialist to join our WealthTech team in McLean, VA. You will develop income tax projections, perform scenario analyses, and optimize withholding strategies for clients.

You will advise on tax-efficient retirement, education, charitable giving, stock options, and international considerations, while reviewing individual returns and maintaining meticulous records. Equity compensation is part of the compensation package, with a focus on precise tax planning.

Qualifications

• CPA or EA certification required.
• 7+ years of experience in tax planning and tax return review.
• In-depth knowledge of federal, state, and local tax laws and regulations.
• Proficiency in tax software and financial analysis tools.

Responsibilities

• Create comprehensive income tax projections for members to understand future tax obligations.
• Develop detailed tax projections and conduct scenario analysis for financial decisions.
• Identify and rectify under-withholding or over-withholding of taxes.
• Assist clients with quarterly estimated tax payments and advise on IRS Safe Harbor rules.
• Develop and implement strategic tax planning to minimize liabilities and maximize benefits.
• Advise on tax-efficient retirement savings, charitable giving, education savings, and stock options.
• Provide tax planning for real property investments and state and local tax optimization.
• Manage international tax issues and estate and gift tax planning.
• Conduct thorough reviews of individual tax returns for accuracy and compliance.
• Maintain detailed tax records and documentation, and assist with tax audits.

Skills

Tax planning

Financial analysis

Tax software

Education

CPA or EA certification

Tools

Tax software

Job description

Company Overview:

A cutting-edge WealthTech firm is on a mission to redefine wealth management by leveraging technology to provide fast, accurate financial insights. They are seeking a Tax Planning Specialist to join their dynamic team and help optimize tax strategies for clients.

Job Responsibilities:

• Create comprehensive income tax projections for members to understand future tax obligations.
• Develop detailed tax projections and conduct scenario analysis for financial decisions.
• Identify and rectify instances of under-withholding or over-withholding of taxes.
• Assist clients with quarterly estimated tax payments and advise on IRS Safe Harbor rules.
• Develop and implement strategic tax planning to minimize liabilities and maximize benefits.
• Advise on tax-efficient retirement savings, charitable giving, education savings, and stock options.
• Provide tax planning for real property investments and state and local tax optimization.
• Manage international tax issues and estate and gift tax planning.
• Conduct thorough reviews of individual tax returns for accuracy and compliance.
• Maintain detailed tax records and documentation, and assist with tax audits.

Qualifications:

• Certified Public Accountant (CPA), Enrolled Agent (EA), or equivalent tax expertise required.
• Minimum of 7+ years of experience in tax planning and tax return review.
• In-depth knowledge of federal, state, and local tax laws and regulations.
• Proficiency in tax software and financial analysis tools.

Compensation:

Salary: $180,000 - $225,000, Plus Equity