Senior Tax Planner — HNW Client Solutions

Squarely LLC; Chicago (IL); On-site; USD 120,000 - 180,000; Full time

Job summary

Squarely LLC seeks a Senior Tax Planner to join its integrated in-house tax planning team, collaborating with financial advisors and client service staff to deliver comprehensive tax planning for high-net-worth clients. The role emphasizes client service, practical solutions, and ongoing advocacy in tax matters.

The candidate should have 8–10+ years in tax planning, CPA or EA credentials, and a collaborative, advisor-facing mindset.

Qualifications

• 8–10+ years of tax planning and/or preparation experience.
• CPA or EA certification is required or actively pursued.
• Bachelor's degree in a related field is required.
• Strong research skills on complex tax matters and regulatory changes.

Responsibilities

• Partner with advisory team to present strategic tax planning solutions to HNW clients and prospects.
• Serve as primary contact for client tax questions with clear, timely communication.
• Participate in prospect meetings to demonstrate value of integrated tax planning.
• Stay current on tax law changes and communicate updates firm-wide.
• Build client confidence through technical expertise, responsiveness, and follow-through.
• Support research on complex tax issues and identify process improvements.

Skills

Tax planning

HNW clients

Client advisory

Research skills

Communication

Team collaboration

Education

Bachelor's degree

CPA or EA preferred

Tools

Holistiplan

Income Lab

Job description

Squarely LLC seeks a Senior Tax Planner to join its integrated in-house tax planning team, collaborating with financial advisors and client service staff to deliver comprehensive tax planning for high-net-worth clients. The role emphasizes client service, practical solutions, and ongoing advocacy in tax matters.

The candidate should have 8–10+ years in tax planning, CPA or EA credentials, and a collaborative, advisor-facing mindset.