Tax Planner
About The Position
Ritholtz Wealth Management (RWM) is seeking an experienced Tax Planner to join their integrated tax practice. This role involves working closely with wealth management clients and advisors to deliver cohesive, proactive financial strategies. The tax practice handles over 700 individual tax filings annually, along with ongoing tax projections, Roth conversion analysis, charitable strategies, and income planning. This is not a traditional accounting firm environment; tax planners actively collaborate with advisors to navigate complex tax situations within a broader financial context. The role offers the opportunity for significant impact on client outcomes and professional growth within a scaling practice.
Requirements
- 3–5 years of experience in public accounting, tax filing, tax planning, or financial planning
- Strong individual income tax knowledge; experience with high-net-worth clients a plus
- CPA or EA required (or actively in progress); Or a CFP with a desire to provide proactive tax planning & preparation.
- Detail-oriented, organized, and able to manage multiple client engagements simultaneously
- A clear, confident communicator, both written and verbal
- Comfortable collaborating across distributed teams and roles
- Excited to work in a fast-moving, growth-oriented environment
- Applicants must be local to the Philadelphia area (Ambler, PA) or planning to relocate prior to start.
Nice To Haves
- CCH Axcess or other professional tax software
- Schwab, Fidelity, or equivalent custodian platform
- Orion or other portfolio management platform
- Salesforce or equivalent CRM
Responsibilities
- Build and review comprehensive client tax plans and multi-year projections
- Prepare and review individual income tax returns as part of the annual filing cycle
- Partner with wealth advisors to develop and implement tax-efficient strategies aligned with clients' financial goals
- Identify planning opportunities: Roth conversions, tax-loss harvesting, charitable strategies, estimated tax planning, and more
- Communicate tax concepts clearly to clients and advisors, translating complexity into actionable guidance
- Ensure billing accuracy and maintain clean client records
- Contribute to the continued build-out and improvement of the tax practice
Benefits
- Comprehensive benefits package
- 401(k) with match
- Generous PTO + paid parental leave
- Discretionary quarterly profit pool distribution (after one year)
- Community volunteering support
- A culture that genuinely embraces diversity and inclusion
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
