Tax Advisor – Wealth Management | Flexible Hours & Remote Work

The Planning Center, Inc.; Moline (IL); Hybrid; USD 90,000 - 135,000; Full time

Benefits offered by this job

Competitive salary: $90,000–$135,000

Revenue sharing bonus program

401(k) matching up to 6%

Paid time off and company holidays

Fully paid parental leave

No billable hours targets

Flexible work hours; work from home ~2

Limited tax season overtime

Minimal travel (about 1 week/year)

Health insurance (70-90% covered)

Dental insurance

Life insurance

Disability insurance

Continuing education budget

Job summary

The Planning Center, Inc. is a fee-only fiduciary financial planning firm seeking a Tax Advisor to lead the tax side of client relationships alongside CFP professionals throughout the year.

You will help families make proactive decisions before transactions occur and contribute to a year-round planning approach. This role emphasizes meaningful client relationships, sophisticated planning work, and a supportive team culture, with opportunities to grow your tax expertise within a broader

Qualifications

• CPA or EA license required.
• Bachelor's degree in accounting; master’s preferred but not required.
• 6+ years of individual tax preparation experience, including reviewing others’ returns.
• Comfort with a paperless tax preparation environment.
• Strong people skills and ability to lead client conversations.
• High professional integrity and a careful eye for detail.

Responsibilities

• Lead the tax service piece of the relationship for many clients, collaborating with planners and tax team to best serve clients.
• Perform tax projections and multi-year planning (Roth conversions, retirement distributions, equity compensation, charitable giving).
• Review federal and multi-state returns and prepare more complex returns.
• Conduct tax research as needed and engage in professional development to stay current.

Skills

People skills

Integrity

Attention to detail

Communication

Education

CPA or EA license

Bachelor's degree in accounting

Job description

The Planning Center, Inc. is a fee-only fiduciary financial planning firm seeking a Tax Advisor to lead the tax side of client relationships alongside CFP professionals throughout the year.

You will help families make proactive decisions before transactions occur and contribute to a year-round planning approach. This role emphasizes meaningful client relationships, sophisticated planning work, and a supportive team culture, with opportunities to grow your tax expertise within a broader