Tax Planner

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Tax Planner based in United States.

This is a fully remote opportunity within a growing wealth management and tax practice.
The Tax Planner will help develop and review individualized tax plans and projections for a broad client base.
You’ll support individual income tax preparation while partnering closely with financial advisors on tax strategies.
The role combines technical tax work, financial analysis, client service, and problem-solving.
You’ll also prepare and review financial reporting packages and investigate financial trends and variances.
Success in this position requires strong attention to detail, communication, organization, and a willingness to continuously learn.
It’s well suited to a motivated tax professional who enjoys collaboration and helping clients pursue their financial goals.