Tax Specialist - Empower Personal Wealth

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own.

We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance.

Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

Tired of the CPA grind and not looking forward to another busy season?

Empower's Personal Wealth business is growing and we are hiring a new Tax Planning Specialist. In this new role, you will 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 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 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

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Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT / OPT.

What we offer you

We 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

$92,400.00 - $130,500.00

The 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 :

11-16-2024

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Workplace Flexibility : Remote - Nationwide