Tax Specialist - Empower Personal Wealth

$92,400 - $130,500/Yr

Empower Company S.R.O. - Kansas City, MO

Full-time - Mid Level

Remote - Kansas City, MO

Amusement, Gambling, and Recreation Industries

About the position

The Tax Planning Specialist role at Empower's Personal Wealth business focuses on assisting clients with their tax planning needs. This position allows professionals to move beyond traditional tax return preparation and engage directly with clients to manage their financial lives in a tax-efficient manner. The role emphasizes collaboration with team members and advisors to provide comprehensive tax strategies and insights, ensuring clients are well-informed about their tax situations and planning opportunities.

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 to a broader set of clients more 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)
• Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities.