Senior Tax Planner

Position Title: Senior Tax Planner

The Senior Tax Planner plays a crucial role in supporting senior financial advisors and enhancing client relationships. This position requires a dedicated professional who is committed to delivering exceptional service and is willing to invest the necessary time and effort to meet client needs.

The ideal candidate will thrive in a team-oriented environment, demonstrating adaptability and a willingness to learn new practices. By engaging with clients and contributing to the overall success of the financial team. Strong communication skills and a proactive approach to client service are essential for this role.

Salary Range: $90,000 - $130,000 base / Year DOE

Responsibilities:

• Partner with the advisory team to develop strategic tax planning solutions for high-net-worth individuals and business entities
• Create and present actionable tax recommendations, projections, and planning strategies aligned with client goals
• Communicate directly with clients regarding tax strategies, opportunities, and ongoing planning needs
• Research complex tax matters and stay current on federal and state tax laws and regulatory changes
• Identify tax planning opportunities that support broader financial, investment and business objectives
• Participate in prospect meetings to communicate the value and impact of proactive tax planning
• Build trusted client relationships through responsive communication, sound judgment and technical expertise
• Leverage tax planning software and analytical tools while improving internal processes, workflows and service delivery

Requirements:

• Bachelor’s degree and Certified Financial Planner™ designation
• CPA or Enrolled Agent designation required or actively in progress
• 8–10+ years of tax planning, preparation, or advisory experience
• Chicago-area candidates will work onsite 2–3 days per week, while candidates outside of Chicago may live anywhere with the ability to travel to the Chicago office approximately twice per month
• Experience advising high-net-worth individuals and business entities
• Strong knowledge of individual and entity taxation, projections, and strategic tax planning
• Ability to research and interpret complex tax laws and technical matters
• Strong client-facing presentation and consultative communication skills
• Ability to translate complex tax concepts into clear, practical recommendations

Benefits:

• 10 days of PTO
• 8 paid holidays
• Health insurance
• 401(k) plan with match after 90 days

If you are a Senior Tax Planner looking to take the next step in your career, apply now!