Tax Planning Specialist - Remote and No More Busy Season!
Company: Empower
Location: Littleton
Posted on: May 3, 2024
Job Description:
Grow your career with a growing organizationWhether they're
helping people reach their long-term financial goals or providing
personal wealth management strategies, every associate contributes
to changing the lives of those we serve for the better. When it
comes to job satisfaction, that's hard to beat. And from a personal
satisfaction perspective, you'll enjoy the freedom to support
causes that matter to you and experience a truly inclusive work
environment. Your future starts now.Tired of the CPA tax season
grind? Look no further!Empower's Personal Wealth business is
growing and we are hiring a newTax Planning Specialists who can
help our Empower Personal Wealth clients navigate their tax
planning considerations .The Tax Specialist will collaborate with
team members to review current and prospective client tax
situations and consult directly with Advisors and clients around
tax projections and strategies. This opportunity allows you to move
beyond preparing tax returns and engage with clients to proactively
manage their financial lives in a thoughtful and tax efficient
manner. What you will do
- Help clients better understand their current tax situation and
the planning opportunities that can create efficiencies.
- Empower clients to make informed decisions with their tax
planning considerations.
- Work with other internal Planning Specialists on tax, wealth
transfer matters, charitable giving, and extensive one-off unique
transaction strategies (i.e Real Estate and Stock option
projections)
- Stay up to date on tax law changes and communicate the effects
to advisors and clients. What you will bring
- Active CPA license required
- 4+ years of high net worth (HNW) experience
- Experience with tax planning technologies
- Proficiency in MS Excel and Word and BNA Income Tax
Planner
- Advanced research skills to assist in providing possible
solution for complex client issues What will set you apart
- Master's Degree in taxation tax a plus
- A strong desire to engage and effectively communicate with
clients daily
- A strong entrepreneurial mindset to add ideas on how we can
scale our current services to a broader set of clients more
efficiently What we offer youWe offer an array of diverse and
inclusive benefits regardless of where you are in your career. We
believe that providing our employees with the means to lead healthy
balanced lives results in the best possible work performance.
- Medical, dental, vision and life insurance
- Retirement savings - 401(k) plan with generous company matching
contributions (up to 6%), financial advisory services, potential
company discretionary contribution, and a broad investment
lineup
- Tuition reimbursement up to $5,250/year
- Business-casual environment that includes the option to wear
jeans
- Generous paid time off upon hire - including a paid time off
program plus ten paid company holidays and three floating holidays
each calendar year
- Paid volunteer time - 16 hours per calendar year
- Leave of absence programs - including paid parental leave, paid
short- and long-term disability, and Family and Medical Leave
(FMLA)
- Business Resource Groups (BRGs) - internal networks that rally
around common interest, experiences and identities such as race,
ethnicity, gender, ability, military status and sexual orientation.
BRGs play a vital role in educating and engaging our people and
advancing our business priorities.Base Salary Range$88,200.00 -
$124,500.00The salary range above shows the typical minimum to
maximum base salary range for this position in the location listed.
Non-sales positions have the opportunity to participate in a bonus
program. Sales positions are eligible for sales incentives, and in
some instances a bonus plan, whereby total compensation may far
exceed base salary depending on individual performance. Actual
compensation offered may vary from posted hiring range based upon
geographic location, work experience, education, licensure
requirements and/or skill level and will be finalized at the time
of offer. Equal opportunity employer --- Drug-free workplace We are
an equal opportunity employer with a commitment to diversity. All
individuals, regardless of personal characteristics, are encouraged
to apply. All qualified applicants will receive consideration for
employment without regard to age (40 and over), race, color,
national origin, ancestry, sex, sexual orientation, gender, gender
identity, gender expression, marital status, pregnancy, religion,
physical or mental disability, military or veteran status, genetic
information, or any other status protected by applicable state or
local law. For remote and hybrid positions you will be required to
provide reliable high-speed internet with a wired connection as
well as a place in your home to work with limited disruption. You
must have reliable connectivity from an internet service provider
that is fiber, cable or DSL internet. Other necessary computer
equipment, will be provided. You may be required to work in the
office if you do not have an adequate home work environment and the
required internet connection. Job Posting End Date at 12:01 am
on:04-25-2024 Want the latest money news and views shaping how we
live, work and play? Sign up for Empower's free newsletter and
check out The Currency . Workplace Flexibility: Remote -
Nationwide
Keywords: Empower, Highlands Ranch , Tax Planning Specialist - Remote and No More Busy Season!, Accounting, Auditing , Littleton, Colorado
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