Job Description

Job Overview:
The Senior Tax Planner, High-Net-Worth Services will be a dedicated resource supporting the delivery of Tax Plans for subscribing advisors and their high-wealth clients. Acting in a specialist capacity, the Senior Tax Planner will input and analyze data in tax planning software, conduct tax research, collaborate with High-Net-Worth Services colleagues and advisors on plan design, create plan summaries, and assist advisors in presenting the plan to their clients.


  • Review clients’ past tax returns during the financial planning process to identify incremental opportunities.
  • Collect and analyze data, providing strategies for consideration.
  • Ensure that all tax-related research and data gathering is complete, create deliverables ("Tax Plan"), and present them to advisors and, in some cases, end-clients.
  • Research ad-hoc tax planning questions to further support our advisors and their clients.
  • Demonstrate an understanding of increasingly complex personal and business financial planning concepts and stay informed of current financial planning developments and tax law changes.
  • Educate advisors on updates to tax code/regulations and act as a subject matter expert on tax planning and potential tax law changes.


  • Bachelor's Degree
  • CPA designation or Tax Attorney
  • 5+ years of tax preparation/planning experience within a tax or accountancy firm, financial services firm, and/or a financial planning environment

Core Competencies:

  • Experience in preparing high-net-worth tax returns is a strong plus.
  • Strong communication and presentation skills with superior client service skills as you’ll be constantly interacting with advisors and clients.
  • Strong tax experience/knowledge with a strong understanding of personal financial planning and the broad range of tax issues (corporate tax, small business, estate planning, state/federal taxes, etc.).

Software Experience:

  • Proficient in Microsoft Office suite (Outlook, Excel, Word, PowerPoint).
  • Experience with financial planning or tax planning software preferred (eMoney, Holistiplan, Naviplan, MoneyGuide Pro, BNA Income Tax Planner, etc.).


  • JD/CFP designation (or currently working toward completion).
  • Experience with tax preparation software.
  • Experience with CRM applications (e.g., Salesforce, Redtail).

What are we looking for?
The candidate must demonstrate keen strategic thinking, analytical, project management, and excellent time management abilities. The incumbent must be able to balance a collaborative approach with driving their own independent efforts across all levels of a dynamic, entrepreneurial, and fast-paced organization.


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Job #:
Position Type:
Direct Placement
Fort Mill, SC

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