Wealth-Management Tax Advisor (EA)

SageSpring Wealth Partners; Franklin (TN); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

401K

Life Insurance

Short-Term Disability

Long-Term Disability

Paid Vacation and Holidays

Job summary

SageSpring Wealth Partners is seeking a Client Tax Preparer to integrate tax considerations into wealth management for existing clients. This role focuses on federal tax return preparation (Form 1040 and related schedules) and proactive tax planning within a collaborative wealth management team.

The ideal candidate will have strong tax knowledge, an EA designation, and experience supporting high-net-worth clients within a wealth-management setting. On-site work in Franklin, TN is required.

Qualifications

• Active EA designation required.
• 3+ years tax experience, preferably with high-net-worth individuals/families.
• Experience in wealth management/financial planning environment preferred.
• Strong knowledge of individual taxation and tax planning strategies.
• Experience reviewing individual tax returns and identifying planning opportunities.
• Proficient with tax preparation software and MS Office.

Responsibilities

• Prepare and file federal individual and business tax returns for wealth management clients.
• Review client tax documents for completeness and gather missing information.
• Communicate with clients to collect tax information and address questions.
• Provide year-round tax planning guidance and analyze tax implications of planning strategies.
• Collaborate with Financial Advisors to incorporate tax considerations into client plans.
• Respond to IRS/state notices and maintain organized tax documentation.

Skills

Tax knowledge

Client communication

Microsoft Office & Excel

Education

Bachelor's degree in Accounting/Finance/Taxation

Tools

Tax preparation software

Job description

SageSpring Wealth Partners is seeking a Client Tax Preparer to integrate tax considerations into wealth management for existing clients. This role focuses on federal tax return preparation (Form 1040 and related schedules) and proactive tax planning within a collaborative wealth management team.

The ideal candidate will have strong tax knowledge, an EA designation, and experience supporting high-net-worth clients within a wealth-management setting. On-site work in Franklin, TN is required.