Tax Planner, CPA

NexWealth; Philadelphia (Philadelphia County); On-site; USD 70,000 - 90,000; Full time

Job summary

A financial advisory firm in Philadelphia is looking for a Tax Planner to work with high-net-worth clients. The successful candidate will collaborate with executives on tax strategies, ensuring top-tier client service. Required qualifications include a CPA license and a Bachelor's degree in a relevant field, along with strong analytical skills and proficiency in Excel. This role involves direct client interaction and collaboration with other advisors, promoting a diverse and inclusive workplace.

Qualifications

• Proficient with Microsoft Office suite including Excel, PowerPoint, Word.
• Ability to learn and adapt to new software systems quickly.

Responsibilities

• Identify client issues and design strategies for tax and retirement planning.
• Educate clients on new planning strategies and firm initiatives.
• Work directly with clients' outside advisors (attorneys, CPAs).
• Oversee custodial account opening and asset titling.
• Participate in client meetings as necessary.
• Assist in maintenance of custodial, reporting, and CRM systems.

Skills

Strong attention to detail

Professional demeanor

Excellent oral and written communication skills

Strong fluency with Excel formulas and functions

Ability to analyze financial data

Quick learner

Team player

Comfort with client interaction

Education

CPA License

Bachelor’s degree in accounting, finance, economics, or a related field with high GPA

Minimum 2-year experience in financial services wealth advisory

Tools

Microsoft Office suite

Addepar reporting software

Custodian platforms (Fidelity Wealthscape, Schwab Advisor Center)

Job description

Overview

NexWealth, a registered investment advisor and multi-family office, is offering an exciting and challenging opportunity for a Tax Planner to work alongside with firm executives to provide all aspects of client servicing to our high-net-worth clients. This individual will gain exposure to areas including asset protection, income tax efficiency, trust and estate planning. This individual must possess the following traits: strong eye for detail, professional demeanor, quick learner, adaptive, team player, can multitask, strong work ethic, excellent oral and written communication skills, and comfort with client interaction.

Qualifications

• CPA License
• Bachelor’s degree in accounting, finance, economics, or a related field with high GPA
• Minimum 2-year experience in financial services wealth advisory
• Strong attention to detail while working at a fast pace
• Strong fluency with Excel formulas and functions
• Proficiency with Microsoft Office suite including Excel, PowerPoint, Word
• Ability to analyze and do computations on financial data
• Learn and adapt to new software systems quickly

Desired Qualifications

• Experience with individual tax returns
• Experience with Addepar reporting software
• Experience with custodian platforms (Fidelity Wealthscape, Schwab Advisor Center)

Responsibilities

• Speak with clients to identify client issues, then design and implement strategies to address income tax, retirement, asset protection, and other planning needs
• Ensure clients are continually educated on new planning strategies and other firm initiatives
• Work directly with clients\' outside advisors (attorneys, CPAs, insurance brokers) to implement planning strategies
• Oversee and participate in custodial account opening, titling of assets and beneficiary designations, tax efficiency of money movement
• Work closely with the team providing service and support functions such as money movement, account creation and maintenance, and client/prospect meeting preparation
• Participate in client meetings when necessary
• Provide client relationship support, assist in client conversations around tax concepts, planning, and inquiry
• Assist in daily/monthly/quarterly maintenance of custodial, reporting and CRM systems

NexWealth is committed to a diverse and inclusive workplace. NexWealth is an equal opportunity employer and does not discriminate on the basis of race, national origin, ethnicity, gender, gender identity, sexual orientation, veteran status, disability, age, or any other category protected by applicable federal, state or local law.