Tax Advisor – Wealth Planning, Flexible Hours & Remote Work

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

Benefits offered by this job

Competitive pay

Revenue sharing bonus

401(k) match

PTO & holidays

Parental leave

Remote work two days

Overtime limits

Limited travel

Health insurance

Dental insurance

Life insurance

Disability insurance

Education budget

Job summary

The Planning Center is a fee-only, fiduciary financial planning firm that focuses on proactive tax planning and coordinated financial guidance. As a Tax Advisor, you will lead the tax side of client relationships, collaborating with planners and other tax professionals to help families make informed decisions before a transaction.

This role emphasizes meaningful client relationships, year-round planning, and a collaborative team culture with flexible hybrid work options and a strong emphasis on

Qualifications

• CPA or EA license required.
• Bachelor's degree in accounting (master's preferred).
• 6+ years of individual tax experience, including reviewing returns.

Responsibilities

• Lead the tax service piece for many clients in collaboration with planners and tax team.
• Perform tax projections and multi-year planning (Roth, distributions, equity, charitable giving).
• Review federal and multi-state returns and prepare complex filings.

Skills

People skills

Lead client conversations

Attention to detail

Education

CPA or EA license

Bachelor's in accounting

Master's degree welcome

Job description

The Planning Center is a fee-only, fiduciary financial planning firm that focuses on proactive tax planning and coordinated financial guidance. As a Tax Advisor, you will lead the tax side of client relationships, collaborating with planners and other tax professionals to help families make informed decisions before a transaction.

This role emphasizes meaningful client relationships, year-round planning, and a collaborative team culture with flexible hybrid work options and a strong emphasis on