Senior Tax Planner POST NUMBER: 483677
Location: Onsite NYC
Salary: $150,000-200,000 plus equity About the Role
Our client is building a next-generation wealth platform that uses technology to deliver smarter, faster, and more accessible financial guidance. The team combines deep financial expertise with a forward-thinking approach to reshape how individuals manage their money.
We're looking for an experienced Tax Planning Specialist to join their team and play a key role in delivering high-quality, strategic tax guidance to clients.
What You'll Do
You'll partner closely with financial planners and work directly on client tax strategies, projections, and compliance.
Core responsibilities include:
- Build and maintain detailed tax projections and liability forecasts
- Run scenario analyses to guide client financial decisions
- Advise on withholding adjustments and quarterly estimated payments
- Develop and execute tax-efficient strategies across a range of client situations
- Review individual tax returns for accuracy and compliance
- Oversee filing and support audit responses when needed
- Maintain documentation and improve tax processes over time
You'll provide planning support across:
- Retirement and tax-advantaged accounts
- Equity compensation (RSUs, ISOs, NSOs)
- Real estate and 1031 exchanges
- State and local tax (SALT) strategy
- International tax considerations
- Estate and gift planning
- Charitable giving and education savings strategies
- CPA or EA designation required
- 7 years of experience in individual tax planning and review
- Strong knowledge of U.S. tax regulations across multiple domains
- Comfortable using tax and financial planning software
- Clear communicator who can translate complex tax topics into actionable guidance
- Detail-oriented with strong analytical skills
- Collaborative and adaptable in a fast-paced environment
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