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Tax Planning Jobs (NOW HIRING)

NextEra Energy

Tax Planning Analyst

Juno Beach, FL · On-site

The Tax Planning Analyst role involves assisting in the analysis of legal agreements and the modeling of tax consequences of various projects. Our ideal candidate will be familiar with Microsoft ...

NextEra Energy

Tax Planning Analyst

Juno Beach, FL

The Tax Planning Analyst role involves assisting in the analysis of legal agreements and the modeling of tax consequences of various projects. Our ideal candidate will be familiar with Microsoft ...

Hantz Group

Tax Planning Specialist

Southfield, MI · On-site

Tax Planning Specialist Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...

Hantz Group

Tax Planning Specialist

Saginaw, MI · On-site

$50K - $80K/yr

Tax Planning Specialist Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...

Hantz Group

Tax Planning Specialist

Traverse City, MI · On-site

$50K - $80K/yr

Tax Planning Specialist Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...

Hantz Group

Tax Planning Specialist

Mount Pleasant, MI · On-site

Tax Planning Specialist Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...

Hantz Group

Tax Planning Specialist

Romeo, MI · On-site

Tax Planning Specialist Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...

Hantz Group

Tax Planning Specialist

Tecumseh, MI · On-site

Tax Planning Specialist Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...

Hantz Group

Tax Planning Specialist

Tecumseh, MI · On-site

$50K - $80K/yr

Tax Planning Specialist Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...

Farther

Tax Planning Manager

Dallas, TX · On-site

$109K - $143K/yr

The Role The Tax Planning Manager is responsible for delivering high-quality, tax-informed comprehensive financial plans in partnership with the firm's financial advisors and the Strategic Wealth ...

Hantz Group

Tax Planning Specialist

Taylor, MI · On-site

$50K - $80K/yr

Tax Planning Specialist Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...

Hantz Group

Tax Planning Specialist

Romeo, MI · On-site

$50K - $80K/yr

Tax Planning Specialist Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...

Hantz Group

Tax Planning Specialist

Ann Arbor, MI · On-site

$50K - $80K/yr

Tax Planning Specialist Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...

Hantz Group

Tax Planning Specialist

Maumee, OH · On-site

$50K - $80K/yr

Tax Planning Specialist Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...

Hantz Group

Tax Planning Specialist

Bay City, MI · On-site

$50K - $80K/yr

Tax Planning Specialist Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...

Hantz Group

Tax Planning Specialist

Midland, MI · On-site

$50K - $80K/yr

Tax Planning Specialist Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...

Hantz Group

Tax Planning Specialist

Southfield, MI · On-site

$50K - $80K/yr

Tax Planning Specialist Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...

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Tax Planning information

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$55K

$129.4K

$176K

How much do tax planning jobs pay per year?

As of Jun 13, 2026, the average yearly pay for tax planning in the United States is $129,367.00, according to ZipRecruiter salary data. Most workers in this role earn between $111,000.00 and $145,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in the Tax Planning position, and why are they important?

To thrive in Tax Planning, you need a solid background in accounting or finance, a deep understanding of tax laws and regulations, and preferably credentials such as a CPA or Enrolled Agent designation. Proficiency with tax preparation software, spreadsheets, and research databases is typically required. Strong analytical thinking, attention to detail, and effective communication skills are key soft skills for success in this field. These abilities are crucial for ensuring clients comply with tax obligations while optimizing their financial position and minimizing liabilities.

What are some common challenges faced in a Tax Planning role?

Professionals in Tax Planning often face the challenge of keeping up-to-date with frequently changing tax laws and regulations, requiring continuous learning and adaptability. Managing multiple client portfolios with complex financial profiles can also be demanding, as each situation may require tailored strategies and solutions. Additionally, working closely with clients and other professionals such as auditors or financial planners necessitates excellent organizational and interpersonal skills. Overcoming these challenges helps tax planners deliver valuable, compliant, and innovative solutions to their clients.

What does a Tax Planning job involve?

A Tax Planning job involves analyzing an individual’s or a company's financial situation to minimize tax liabilities while remaining compliant with laws. Professionals in this role assess deductions, credits, and tax-efficient investment strategies. They also stay updated on tax regulations to provide strategic advice and ensure optimal tax savings.

More about Tax Planning jobs
What cities are hiring for Tax Planning jobs? Cities with the most Tax Planning job openings:
What are the most commonly searched types of Tax Planning jobs? The most popular types of Tax Planning jobs are:
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What job categories do people searching Tax Planning jobs look for? The top searched job categories for Tax Planning jobs are:
Tax Planning jobs near you
Infographic showing various Tax Planning job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 86% Full Time, 11% Part Time, and 2% Contract. Highlights an 95% Physical, 2% Hybrid, and 3% Remote job distribution, with an average salary of $129,367 per year, or $62.2 per hour.

Tax Planning Specialist

Pathway Talent Partners

Eau Claire, WI

$160K - $200K/yr

Full-time

Retirement

Posted 23 days ago

Job description

Tax Planning Specialist

Recruiting Partner: Pathway Talent Partners
Location: Eau Claire, WI
Compensation: $160,000–$200,000 base salary + bonus

About the Opportunity

Pathway Talent Partners is recruiting a Tax Planning Specialist on behalf of a wellestablished, independent wealth management firm with a national client base. The firm has a multidecade history of delivering integrated wealth management, consulting, and planning services to highnetworth individuals, families, business owners, retirement plans, and foundations.

The Tax Planning Specialist plays a critical role in supporting advisors and clients by developing and coordinating sophisticated taxefficient strategies across income, estate, and business planning. This role is ideal for a taxfocused professional who enjoys technical analysis, planning strategy, collaboration, and client education—without preparing tax returns or providing legal or tax advice.

Note: This position does not involve the practice of law or public accounting. The firm is not a law firm or CPA firm and does not provide legal or tax advice.

Position Summary

The Tax Planning Specialist partners closely with Wealth Advisors to help clients understand tax planning opportunities and implications related to income, estate, gifting, trust, and business planning. The role supports proactive, forwardlooking tax strategies and helps clients coordinate planning with their external CPAs and legal advisors.

Internally, this position serves as a subjectmatter resource for taxrelated planning considerations, including entity structures, investment tax efficiency, trust and estate tax exposure, and transitions following liquidity events. The role blends technical tax expertise with clientfacing communication and crossfunctional collaboration to ensure planning strategies are aligned with overall wealth goals.

Key ResponsibilitiesClient & Advisor Support
  • Educate clients on basic and advanced tax planning concepts and strategies
  • Partner with clients’ CPAs and attorneys to support coordinated taxefficient planning
  • Provide guidance on tax considerations related to trusts, estates, charitable planning, and wealth transfer
  • Support tax planning related to business ownership, liquidity events, and succession planning
Technical & Analytical Work
  • Review and analyze tax returns, planning summaries, and related financial documents
  • Identify tax planning strategies that may help clients reduce tax exposure and improve aftertax outcomes
  • Conduct research on income, estate, gift, and business tax topics and prepare written summaries and updates
  • Evaluate tax implications of investment, entity, and distribution strategies
Internal Collaboration
  • Serve as an internal resource on tax planning topics including entity structures, trust taxation, and investment tax efficiency
  • Support advisors and client service teams with taxrelated planning questions and client requests
  • Partner with advisors, client service, and operations teams to deliver a seamless and wellcoordinated client experience
Additional Duties
  • Perform other responsibilities that contribute to the effectiveness of the role and the organization
Required Qualifications
  • 6+ years of experience working with highnetworth individuals on tax planning matters
  • Strong working knowledge of individual, trust, estate, and business tax concepts
  • Experience coordinating with external tax and legal professionals preferred
Skills & Competencies

The ideal candidate will demonstrate the ability to:

  • Manage multiple priorities, meet deadlines, and work independently
  • Maintain strict confidentiality and professional integrity
  • Communicate complex tax concepts clearly to both clients and advisors
  • Collaborate in a teamoriented environment with a servicefocused mindset
  • Leverage technology, including Microsoft Office and CRM or portfolio management platforms
  • Apply strong attention to detail, analytical thinking, and sound judgment
Work Environment & Physical Requirements
  • Officebased role with moderate noise levels typical of a professional workplace
  • Ability to remain stationary for extended periods while working at a computer or in meetings
  • Occasional evening or weekend hours as business needs require
  • Periodic travel between office locations