$160K - $180K/yr
... tax planning methodologies. Drive Measurable Client Tax Savings By the end of month six, lead the implementation of foundational and advanced tax reduction strategies for your client portfolio ...
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$160K - $180K/yr
... tax planning methodologies. Drive Measurable Client Tax Savings By the end of month six, lead the implementation of foundational and advanced tax reduction strategies for your client portfolio ...
The Executive Director, Tax Planning role brings exciting opportunities to lead and oversee the tax planning function with the US being a critical focus of the Novartis corporate strategy. This role ...
The Executive Director, Tax Planning role brings exciting opportunities to lead and oversee the tax planning function with the US being a critical focus of the Novartis corporate strategy. This role ...
Clinton, 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 ...
Clinton, 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 ...
Sault Sainte Marie, 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 ...
Sault Sainte Marie, 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 ...
Willoughby, 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 ...
Quick apply
Willoughby, 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 ...
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 ...
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 ...
Okemos, 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 ...
Quick apply
Okemos, 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 ...
Mount Pleasant, 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 ...
Quick apply
Mount Pleasant, 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 ...
Chicago, IL · Hybrid
$61K - $136K/yr
Support the preparation of tax structuring, research models, tax planning and analyses of complex tax positions and transactions for the purpose of presenting to senior leaders. Support projects ...
Chicago, IL · Hybrid
$61K - $136K/yr
Support the preparation of tax structuring, research models, tax planning and analyses of complex tax positions and transactions for the purpose of presenting to senior leaders. Support projects ...
Raleigh, NC · Hybrid
$107K - $141K/yr
The goal is to ensure advisors can deliver high-value tax planning services efficiently, accurately, and with a high degree of professional confidence. ESSENTIAL RESPONSIBILITIES Subject Matter ...
Raleigh, NC · Hybrid
$107K - $141K/yr
The goal is to ensure advisors can deliver high-value tax planning services efficiently, accurately, and with a high degree of professional confidence. ESSENTIAL RESPONSIBILITIES Subject Matter ...
Be Seen First
Appleton, WI · On-site
$50K - $60K/yr
Tax Preparer / Tax Advisor DWM Tax Planning LLC About Us DWM Tax Planning LLC is a new tax preparation and planning firm affiliated with Dreyer Wealth Management, an independent, client-focused ...
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Be Seen First
Appleton, WI · On-site
$50K - $60K/yr
Tax Preparer / Tax Advisor DWM Tax Planning LLC About Us DWM Tax Planning LLC is a new tax preparation and planning firm affiliated with Dreyer Wealth Management, an independent, client-focused ...
Raleigh, NC · On-site
$107K - $141K/yr
The goal is to ensure advisors can deliver high-value tax planning services efficiently, accurately, and with a high degree of professional confidence. ESSENTIAL RESPONSIBILITIES Subject Matter ...
Raleigh, NC · On-site
$107K - $141K/yr
The goal is to ensure advisors can deliver high-value tax planning services efficiently, accurately, and with a high degree of professional confidence. ESSENTIAL RESPONSIBILITIES Subject Matter ...
Richardson, TX · Hybrid
$61K - $136K/yr
Support the preparation of tax structuring, research models, tax planning and analyses of complex tax positions and transactions for the purpose of presenting to senior leaders. Support projects ...
Richardson, TX · Hybrid
$61K - $136K/yr
Support the preparation of tax structuring, research models, tax planning and analyses of complex tax positions and transactions for the purpose of presenting to senior leaders. Support projects ...
Utica, MI · On-site
$70K - $90K/yr
The Tax Director will oversee tax preparation and proactive planning while partnering with financial advisors to deliver comprehensive strategies that help clients retire with confidence. This is a ...
Quick apply
Utica, MI · On-site
$70K - $90K/yr
The Tax Director will oversee tax preparation and proactive planning while partnering with financial advisors to deliver comprehensive strategies that help clients retire with confidence. This is a ...
Utica, MI · On-site
$70K - $90K/yr
The Tax Director will oversee tax preparation and proactive planning while partnering with financial advisors to deliver comprehensive strategies that help clients retire with confidence. This is a ...
Quick apply
Utica, MI · On-site
$70K - $90K/yr
The Tax Director will oversee tax preparation and proactive planning while partnering with financial advisors to deliver comprehensive strategies that help clients retire with confidence. This is a ...
The Tax Planning function within Celanese is active and provides a unique opportunity to learn and grow your tax planning experience while participating in a dynamic and challenging environment. As ...
The Tax Planning function within Celanese is active and provides a unique opportunity to learn and grow your tax planning experience while participating in a dynamic and challenging environment. As ...
Arlington, VA · On-site
$145K - $181K/yr
S. international tax planning and reporting. Primary roles and responsibilities: * Assist in the analysis of business initiatives from a tax perspective, including the evaluation of potential tax ...
Arlington, VA · On-site
$145K - $181K/yr
S. international tax planning and reporting. Primary roles and responsibilities: * Assist in the analysis of business initiatives from a tax perspective, including the evaluation of potential tax ...
Irving, TX · On-site
The Tax Planning function within Celanese is active and provides a unique opportunity to learn and grow your tax planning experience while participating in a dynamic and challenging environment. As ...
Irving, TX · On-site
The Tax Planning function within Celanese is active and provides a unique opportunity to learn and grow your tax planning experience while participating in a dynamic and challenging environment. As ...
Irving, TX · On-site
$140 - $190/hr
The Tax Planning function within Celanese is active and provides a unique opportunity to learn and grow your tax planning experience while participating in a dynamic and challenging environment. As ...
Irving, TX · On-site
$140 - $190/hr
The Tax Planning function within Celanese is active and provides a unique opportunity to learn and grow your tax planning experience while participating in a dynamic and challenging environment. As ...
Arlington, VA · On-site
$145K - $181K/yr
S. international tax planning and reporting. Primary roles and responsibilities: * Assist in the analysis of business initiatives from a tax perspective, including the evaluation of potential tax ...
Arlington, VA · On-site
$145K - $181K/yr
S. international tax planning and reporting. Primary roles and responsibilities: * Assist in the analysis of business initiatives from a tax perspective, including the evaluation of potential tax ...
$55K - $66K
0% of jobs
$66K - $77K
1% of jobs
$77K - $88K
3% of jobs
$88K - $99K
6% of jobs
$99K - $110K
13% of jobs
$111.5K is the 25th percentile. Wages below this are outliers.
$110K - $121K
16% of jobs
The median wage is $127.7K / yr.
$121K - $132K
19% of jobs
$143K is the 75th percentile. Wages above this are outliers.
$132K - $143K
18% of jobs
$143K - $154K
14% of jobs
$154K - $165K
7% of jobs
$165K - $176K
4% of jobs
$55K
$129.4K
$176K
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.
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.
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.
Cities with the most Tax Planning job openings:
The most popular types of Tax Planning jobs are:
States with the most job openings for Tax Planning jobs include:
The top searched job categories for Tax Planning jobs are:
$160K - $180K/yr
Full-time
Medical, Dental, Vision, Life, Retirement
Posted 14 days ago
Job Description
This role is for a high-performing tax professional ready to evolve from a traditional compliance role into an elite strategic advisor. You will be pivotal in our mission to create financial freedom for entrepreneurs by designing and implementing advanced tax reduction strategies. You will work directly with clients to understand their financial landscape, project the impact of key decisions, and guide them through the implementation of strategies that save them millions.
You'll learn how to save our clients millions in taxes with case studies, tax projections, and direct feedback from the firm owner. Within 2 months, you’ll attend client meetings and actively assist with tax reduction strategies. Twice a month, you’ll train with industry leaders and gain insights you’ll never find in a classroom or textbook, and take part in a 3 day company retreat.
Drive Measurable Client Tax Savings
By the end of month six, lead the implementation of foundational and advanced tax reduction strategies for your client portfolio, resulting in a documented average client tax savings of 15-20% compared to their prior tax position.
Develop & Coach Team Members
Over the first year, contribute to the firm's growth by dedicating approximately 10% of your time to coaching and mentoring junior staff on client engagements and technical tax strategies.
Who We're Looking For...
You’re not average. You’re not here for “just experience.” You’re hungry, gritty, disciplined, growth-minded, and LOVE learning about taxes
You follow instructions, take feedback, and meet deadlines without excuses.
Requirements
Responsibilities
