Tax Specialist - Empower Personal Wealth

$92,400 - $130,500/Yr

Empower Company S.R.O. - Lynnfield, MA

Full-time - Mid Level

Remote - Lynnfield, MA

Amusement, Gambling, and Recreation Industries

About the position

The Tax Planning Specialist role at Empower is designed for professionals looking to move beyond traditional tax preparation. This position focuses on helping clients navigate their tax planning considerations, collaborating with team members to review client tax situations, and consulting with advisors and clients on tax strategies. The role emphasizes proactive engagement with clients to manage their financial lives efficiently and thoughtfully.

Responsibilities

• 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.
• Stay up to date on tax law changes and communicate the effects to advisors and clients.

Requirements

• Active CPA license is required.
• 4+ years of high net worth (HNW) experience required.
• Experience with tax planning technologies.
• Proficiency in MS Excel and Word and BNA Income Tax Planner.
• Advanced research skills to assist in providing possible solutions for complex client issues.

Nice-to-haves

• Master's Degree in taxation is a plus.
• A strong desire to engage and effectively communicate with clients daily.
• A strong entrepreneurial mindset to add ideas on how to scale current services efficiently.

Benefits

• Medical, dental, vision and life insurance
• Retirement savings - 401(k) plan with generous company matching contributions (up to 6%)
• 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)