Tax Specialist - Empower Personal Wealth

$92,400 - $130,500/Yr

Empower Company S.R.O. - Jacksonville Beach, FL

Full-time - Mid Level

Remote - Jacksonville Beach, FL

Amusement, Gambling, and Recreation Industries

About the position

The Tax Planning Specialist role at Empower's Personal Wealth business is designed for professionals looking to move beyond traditional tax return preparation. This position focuses on helping clients navigate their tax planning considerations, collaborating with team members to review client tax situations, and consulting directly with clients and advisors on tax strategies. The role emphasizes proactive engagement with clients to manage their financial lives in a tax-efficient manner, while staying updated on tax law changes.

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 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
• 401(k) plan with generous company matching contributions (up to 6%)
• Tuition reimbursement up to $5,250/year
• Generous paid time off including ten paid company holidays and three floating holidays
• Paid volunteer time — 16 hours per calendar year
• Leave of absence programs including paid parental leave and Family and Medical Leave (FMLA)