Tax Planning Associate

Be Wealth is seeking an experienced and detail-orientedTax Planning Associate to join our team. This role will be pivotal in developing and implementing tax-efficient strategies for clients, focusing on minimizing tax liabilities and maximizing after-tax wealth. The ideal candidate possesses a strong background in tax planning, preferably with experience in serving high-net-worth individuals, small business owners, and farm operators.Client-Centered Tax Strategy DevelopmentCollaborate with CPA's / Tax preparation specialists, and wealth managers to assess clients financial situations and identify tax planning opportunities.Develop customized, forward-thinking tax strategies to minimize clients short- and long-term tax liabilities.Review and analyze clients tax returns, identifying areas for improvement in tax efficiency.Prepare and file tax returns for clients.Proactive Tax ManagementMonitor and stay informed about changes in tax laws and regulations at federal, state, and local levels, and proactively advise clients on potential impacts.Ensure compliance with all tax regulations and manage timelines to meet filing deadlines for individual, business, and estate tax matters as applicable.Collaborative Financial Planning SupportWork closely with Wealth Managers and estate planning teams to integrate tax considerations into comprehensive financial plans.Provide guidance on charitable giving, estate tax planning, retirement distributions, and other wealth management considerations.Client Education and Relationship-BuildingEducate clients on tax implications of financial decisions and strategies in a clear, client-friendly manner.Develop trusted, lasting relationships with clients by delivering consistent, high-quality service and demonstrating a commitment to their financial well-being.Operational ExcellenceUtilize tax planning software and tools to enhance analysis and efficiency.Maintain detailed, accurate, and up-to-date records on all client tax matters in Be Wealth systems.QualificationsBachelors degree in Accounting, Finance, or related field required; CPA licensure or Enrolled Agent designation preferred.Minimum of 3 years of experience in tax planning, preparation, and strategy development.Experience working with high-net-worth clients, business owners, and/or farm operators is desirable.Proficient knowledge of federal and state tax regulations.Strong analytical and problem-solving skills, with a high degree of attention to detail.Excellent communication skills, with the ability to explain complex tax concepts to clients in a simple manner.Strong organizational skills, with the ability to manage multiple clients and deadlines effectively.Strong understanding of GAAP and tax accounting principlesProficiency in accounting / tax preparation software, including QuickBooksKnowledge of estate planning and corporate accounting practices

Created: 2025-03-01