Tax Specialist - High Net Worth Clients

Our vision for the future is based on the

idea that transforming financial lives starts by giving our people

the freedom to transform their own. We have a flexible work

environment, and fluid career paths. We not only encourage but

celebrate internal mobility. We also recognize the importance of

purpose, well-being, and work-life balance. Within Empower and our

communities, we work hard to create a welcoming and inclusive

environment, and our associates dedicate thousands of hours to

volunteering for causes that matter most to

them.

Chart your own path and grow your career

while helping more customers achieve financial freedom. Empower

Yourself.

Tired of the CPA tax

season grind? Look no

further!

Empower's Personal

Wealth business is growing and we are hiring a new Tax Planning

Specialist who can help our Empower Personal Wealth clients

navigate their tax planning considerations.

The

Tax Specialist will collaborate with team members to review current

and prospective client tax situations and consult directly with

Advisors and clients around tax projections and strategies. This

opportunity allows you to move beyond preparing tax returns and

engage with clients to proactively manage their financial lives in

a thoughtful and tax efficient

manner.

What you will

do

Help clients better

understand their current tax situation and the planning

opportunities that can create

efficiencies.

Empower clients to make informed

decisions with their tax planning

considerations.

Work with other internal

Planning Specialists on tax, wealth transfer matters, charitable

giving, and extensive one-off unique transaction strategies (i.e

Real Estate and Stock option projections)

Stay

up to date on tax law changes and communicate the effects to

advisors and clients.

What

you will

bring

Active CPA

license required

4+ years of high net

worth (HNW) experience

Experience with tax

planning technologies

Proficiency in MS Excel

and Word and BNA Income Tax Planner

Advanced

research skills to assist in providing possible solution for

complex client

issues

What

will set you apart

Master’s

Degree in taxation tax a plus

A strong desire

to engage and effectively communicate with clients

daily

A strong entrepreneurial mindset to add

ideas on how we can scale our current services to a broader set of

clients more

efficiently

#PJPW

• Applicants

must be authorized to work for any employer in the U.S. We are

unable to sponsor or take over sponsorship of an employment visa at

this time, including CPT / OPT.

What we

offer you

We offer an array of diverse

and inclusive benefits regardless of where you are in your career.

We believe that providing our employees with the means to lead

healthy balanced lives results in the best possible work

performance.

Medical, dental, vision

and life insurance

Retirement savings – 401(k)

plan with generous company matching contributions (up to 6%),

financial advisory services, potential company discretionary

contribution, and a broad investment

lineup

Tuition reimbursement up to

$5,250 / year

Business-casual

environment that includes the option to wear

jeans

Generous paid time off upon hire –

including a paid time off program plus ten paid company holidays

and three floating holidays each calendar

year

Paid volunteer time — 16 hours per

calendar year

Leave of absence programs –

including paid parental leave, paid short- and long-term

disability, and Family and Medical Leave

(FMLA)

Business Resource Groups (BRGs) – BRGs

facilitate inclusion and collaboration across our business

internally and throughout the communities where we live, work and

play. BRGs are open to

all.

Base Salary

Range

$98,900.00 -

$139,700.00

The salary range above shows the typical

minimum to maximum base salary range for this position in the

location listed. Non-sales positions have the opportunity to

participate in a bonus program. Sales positions are eligible for

sales incentives, and in some instances a bonus plan, whereby total

compensation may far exceed base salary depending on individual

performance. Actual compensation offered may vary from posted

hiring range based upon geographic location, work experience,

education, licensure requirements and / or skill level and will be

finalized at the time of offer.

Equal

opportunity employer

Drug-free workplace

We

are an equal opportunity employer with a commitment to diversity.

All individuals, regardless of personal characteristics, are

encouraged to apply. All qualified applicants will receive

consideration for employment without regard to age (40 and over),

race, color, national origin, ancestry, sex, sexual orientation,

gender, gender identity, gender expression, marital status,

pregnancy, religion, physical or mental disability, military or

veteran status, genetic information, or any other status protected

by applicable state or local law.

you will be required to provide reliable high-speed internet with a

wired connection as well as a place in your home to work with

limited disruption. You must have reliable connectivity from an

internet service provider that is fiber, cable or DSL internet.

Other necessary computer equipment, will be provided. You may be

required to work in the office if you do not have an adequate home

work environment and the required internet

connection.

Job Posting End Date at 12 : 01 am

on : 12-09-2025

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Workplace

Flexibility : Remote - Nationwide