Tax Advisor/Tax Manager - Wealth Management (CPA or EA)

The Planning Center•Moline, IL

3d•$90,000 - $135,000•Hybrid

About The Position

The Tax Advisor leads the tax side of client relationships for many client families at The Planning Center, a fee-only fiduciary financial planning firm. Working year-round with financial planners and other tax professionals, the Tax Advisor participates in planning conversations and helps clients make informed decisions before transactions create tax consequences. The role emphasizes proactive tax planning, complex tax work, and meaningful client relationships rather than audit or accounting work, billable-hour targets, or business development. The position includes tax projections and multi-year planning, review of federal and multi-state returns prepared by others, preparation of complex returns, and tax law research. The firm offers flexible work hours and the ability to work from home approximately two days per week. Travel is minimal, with one week a year for the company retreat and optional continuing-education travel. Tax-season workload generally averages approximately 55 hours per week, with limited overtime.

Requirements

CPA or EA license.
Bachelor’s degree in accounting; a master’s degree is welcome but not required.
At least 6 years of individual tax preparation experience, including experience reviewing returns prepared by others.
Comfort working with technology in a paperless tax preparation environment.
Strong people skills and confidence leading client conversations.
High professional integrity and careful attention to detail.

Responsibilities

Lead the tax service component of relationships for client families.
Collaborate extensively with financial planners and tax team members to serve clients.
Participate in year-round planning conversations with clients.
Develop tax projections and multi-year tax plans, including Roth conversion analysis, retirement distribution planning, equity compensation planning, and charitable giving strategies.
Review federal and multi-state tax returns prepared by others.
Prepare complex tax returns.
Conduct tax law research as needed to support the team.
Pursue professional development and stay current with changing tax law.

Benefits

Revenue-sharing bonus program eligibility.
401(k) match up to 6% of compensation.
Paid time off and company holidays.
Fully paid parental leave.
Flexible work hours and ability to work from home approximately two days per week.
Health insurance, with 90% of individual premiums and 70% of family premiums covered by the company.
Dental insurance, with 50% of premiums covered by the company.
Company-paid $50,000 life insurance policy.
Company-paid disability insurance.
Continuing education budget and paid professional dues.