Job Type
Full-Time Regular
Location
Pittsburgh PA
HNW Tax-Planning Manager sought for a comprehensive western Pennsylvania financial planning firm. Utilize your tax knowledge and your analytical ability to assist advisors who provide financial planning services to clients. A professional yet very employee-friendly opportunity. Here are the particulars:

Significant advantages for HNW Tax-Planning Manager candidate:
> Utilize CPA tax knowledge and experience,
> Employee-friendly work schedule,
> Learn about investments, and do regular analysis of tax ramifications
> Earn a competitive compensation and benefits package.
The Role of the HNW Tax-Planning Manager
 Develop and analyze client tax estimates (federal/state/trust) using tax planning software
 Provide tax recommendations and tax planning strategies for clients to advisors
 Develop client rebalance schedules and asset allocations using Excel
 Prepare estimated tax payment vouchers for individuals (state/federal) and trusts
 Populate and analyze outputs from financial planning software

Background Profile of the HNW Tax-Planning Manager
 CPA or EA
 At least 5 years of individual tax preparation experience including some HNW clients
 Experience in public accounting or financial advisory organization
 Some trust experience preferred
 Strong analytical skills
 Conceptually understand big picture concepts
 Understand investment tax issues

For a confidential conversation, schedule a call with Dan Toussant here, or send resume to dan@dantoussant.com.