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Tax Consultant for High Net Worth Clients

Tax Consultant for High Net Worth Clients

EmpowerFairfield, CT, United States
5 days ago
Job type
  • Full-time
Job description

At Empower, we believe that transforming financial lives begins with empowering our employees. We offer a flexible work environment and encourage internal mobility while celebrating diversity and inclusion. We strive to support a healthy work-life balance, enabling our associates to make meaningful contributions to their communities.

If you're ready to step away from the CPA tax season grind, we have the perfect opportunity for you!

Join our growing Personal Wealth business as a Tax Consultant, where you will help our clients navigate their tax planning needs effectively.

The Tax Consultant will work collaboratively with team members to review client tax situations and engage directly with advisors and clients through consultations regarding tax projections and strategies. This role provides the chance to move beyond traditional tax return preparation, allowing you to manage clients' financial lives in a thoughtful and tax-efficient way.

Key Responsibilities

  • Assist clients in comprehensively understanding their current tax situations and identifying effective planning opportunities.
  • Empower clients to make informed decisions regarding tax strategies.
  • Collaborate with internal Planning Specialists on tax, wealth transfer, charitable giving, and unique transaction strategies such as real estate and stock options.
  • Stay current with tax law changes, communicating the implications to advisors and clients.

Qualifications

  • Active CPA license is a must
  • Minimum 4 years of experience with high net worth clients
  • Familiarity with tax planning technologies
  • Proficiency in MS Excel, Word, and BNA Income Tax Planner
  • Advanced research skills to provide solutions for complex client issues
  • Ideal Candidate Attributes

  • Master's Degree in taxation is a bonus
  • Passion for client interaction and communication
  • Entrepreneurial spirit with ideas to scale existing services efficiently
  • Eligibility Requirements

    Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor employment visas at this time.

    What We Offer

  • Comprehensive medical, dental, vision, and life insurance
  • Retirement plan with generous company matching contributions
  • Tuition reimbursement of up to $5,250 annually
  • Business-casual environment with flexibility to wear jeans
  • Generous paid time off including holidays and floating holidays
  • Paid volunteer time of 16 hours per year
  • Leave of absence programs, including paid parental leave and disability
  • Inclusive Business Resource Groups (BRGs) for networking and collaboration
  • Base Salary Range

    $98,900.00 - $139,700.00. The salary range represents the typical minimum to maximum base pay for this position. Compensation may vary based on location, experience, education, and skills and will be confirmed at the offer stage.

    Equal opportunity employer. We are committed to fostering a diverse workforce and encourage all qualified individuals to apply.

    For remote positions, a reliable high-speed internet connection with a wired setup and a quiet workspace are required. Necessary equipment will be provided, and office attendance may be required if home work environment standards are not met.

    Job Posting End Date : 11-29-2025

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    Workplace Flexibility : Remote - Nationwide

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    Consultant Net Worth • Fairfield, CT, United States

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