Senior Tax Planning Strategist for HNW Clients

Strive Solutions; Florida; On-site; USD 90,000 - 130,000; Full time

Job summary

Strive Solutions in Florida is seeking a tax planning professional to partner with senior strategists and advisors to support high-net-worth clients. The role involves reviewing tax returns, modeling strategies, and preparing deliverables for client-facing recommendations.

The ideal candidate translates complex tax concepts into clear guidance, pays strong attention to detail, and collaborates effectively with a network of internal and external experts to refine tax strategy and ensure accuracy.

Qualifications

• Strong tax knowledge and analytical skills for complex client situations.
• Proficiency with financial planning and tax-related modeling tools.
• Ability to translate technical tax concepts into clear client guidance.
• Attention to detail, sound judgment, and collaborative mindset.

Responsibilities

• Review tax returns and analyze financial information to identify planning opportunities.
• Use financial planning tools to evaluate strategies and model scenarios.
• Prepare tax planning deliverables and documentation for client-facing recommendations.
• Explain recommendations clearly, including trade-offs and implications for clients.
• Coordinate with internal and external experts to refine strategy and ensure accuracy.

Skills

Tax knowledge

Analytical skills

Financial planning tools

Client guidance

Tools

Financial planning software

Tax modeling tools

Job description

Strive Solutions in Florida is seeking a tax planning professional to partner with senior strategists and advisors to support high-net-worth clients. The role involves reviewing tax returns, modeling strategies, and preparing deliverables for client-facing recommendations.

The ideal candidate translates complex tax concepts into clear guidance, pays strong attention to detail, and collaborates effectively with a network of internal and external experts to refine tax strategy and ensure accuracy.