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Wealth Tax Planning Jobs (NOW HIRING)

Deloitte

Tax Manager - Private Wealth

Lake Mary, FL · On-site

$97K - $127K/yr

The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the ultra ... We provide comprehensive, independent, and objective wealth transfer planning advice, and help ...

Deloitte

Tax Senior - Private Wealth

Seattle, WA · On-site

$92K - $114K/yr

If so, Deloitte's growing Private Wealth practice may be the right fit for you. Recruiting for this ... You'll also contribute to tax planning opportunities and help clients understand the implications ...

Deloitte

Tax Senior - Private Wealth

San Diego, CA · On-site

$86K - $107K/yr

If so, Deloitte's growing Private Wealth practice may be the right fit for you. Recruiting for this ... You'll also contribute to tax planning opportunities and help clients understand the implications ...

Deloitte

Tax Senior - Private Wealth

Denver, CO · On-site

$83K - $104K/yr

If so, Deloitte's growing Private Wealth practice may be the right fit for you. Recruiting for this ... You'll also contribute to tax planning opportunities and help clients understand the implications ...

Deloitte

Tax Senior - Private Wealth

Grand Rapids, MI · On-site

$78K - $97K/yr

If so, Deloitte's growing Private Wealth practice may be the right fit for you. Recruiting for this ... You'll also contribute to tax planning opportunities and help clients understand the implications ...

Deloitte

Tax Senior - Private Wealth

San Jose, CA

$95K - $118K/yr

If so, Deloitte's growing Private Wealth practice may be the right fit for you. Recruiting for this ... You'll also contribute to tax planning opportunities and help clients understand the implications ...

Deloitte

Tax Senior - Private Wealth

Minneapolis, MN · On-site

$85K - $105K/yr

If so, Deloitte's growing Private Wealth practice may be the right fit for you. Recruiting for this ... You'll also contribute to tax planning opportunities and help clients understand the implications ...

Deloitte

Tax Senior - Private Wealth

Houston, TX · On-site

$77K - $96K/yr

If so, Deloitte's growing Private Wealth practice may be the right fit for you. Recruiting for this ... You'll also contribute to tax planning opportunities and help clients understand the implications ...

Deloitte

Tax Senior - Private Wealth

Louisville, KY · On-site

$78K - $97K/yr

If so, Deloitte's growing Private Wealth practice may be the right fit for you. Recruiting for this ... You'll also contribute to tax planning opportunities and help clients understand the implications ...

Deloitte

Tax Senior - Private Wealth

Cincinnati, OH · On-site

$78K - $96K/yr

If so, Deloitte's growing Private Wealth practice may be the right fit for you. Recruiting for this ... You'll also contribute to tax planning opportunities and help clients understand the implications ...

Deloitte

Tax Senior - Private Wealth

Columbus, OH

$78K - $97K/yr

If so, Deloitte's growing Private Wealth practice may be the right fit for you. Recruiting for this ... You'll also contribute to tax planning opportunities and help clients understand the implications ...

Deloitte

Tax Senior - Private Wealth

Omaha, NE · On-site

$78K - $96K/yr

If so, Deloitte's growing Private Wealth practice may be the right fit for you. Recruiting for this ... You'll also contribute to tax planning opportunities and help clients understand the implications ...

Deloitte

Tax Senior - Private Wealth

Tempe, AZ · On-site

$78K - $96K/yr

If so, Deloitte's growing Private Wealth practice may be the right fit for you. Recruiting for this ... You'll also contribute to tax planning opportunities and help clients understand the implications ...

Deloitte

Tax Senior - Private Wealth

Honolulu, HI · On-site

$80K - $99K/yr

If so, Deloitte's growing Private Wealth practice may be the right fit for you. Recruiting for this ... You'll also contribute to tax planning opportunities and help clients understand the implications ...

Deloitte

Tax Senior - Private Wealth

Sacramento, CA · On-site

$86K - $107K/yr

If so, Deloitte's growing Private Wealth practice may be the right fit for you. Recruiting for this ... You'll also contribute to tax planning opportunities and help clients understand the implications ...

Deloitte

Tax Senior - Private Wealth

Los Angeles, CA · On-site

$87K - $108K/yr

If so, Deloitte's growing Private Wealth practice may be the right fit for you. Recruiting for this ... You'll also contribute to tax planning opportunities and help clients understand the implications ...

Deloitte

Tax Senior - Private Wealth

Saint Louis, MO · On-site

$79K - $98K/yr

If so, Deloitte's growing Private Wealth practice may be the right fit for you. Recruiting for this ... You'll also contribute to tax planning opportunities and help clients understand the implications ...

Deloitte

Tax Senior - Private Wealth

Detroit, MI · On-site

$80K - $100K/yr

If so, Deloitte's growing Private Wealth practice may be the right fit for you. Recruiting for this ... You'll also contribute to tax planning opportunities and help clients understand the implications ...

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Wealth Tax Planning information

See salary details

$19.5K

$58.4K

$116.5K

How much do wealth tax planning jobs pay per year?

As of Aug 24, 2026, the average yearly pay for wealth tax planning in the United States is $58,389.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,000.00 and $69,000.00 per year, depending on experience, location, and employer.

What is wealth tax planning?

Wealth tax planning involves strategies and methods to minimize the tax liability associated with the ownership and transfer of substantial assets. It includes assessing your assets, understanding applicable tax laws, and utilizing tools such as trusts, gifts, and charitable donations to efficiently manage and protect wealth. Effective wealth tax planning helps individuals and families preserve their wealth for future generations while ensuring compliance with legal tax obligations. Professional advisors often tailor plans to each client's unique financial situation and long-term goals.

What are some typical challenges faced by professionals in wealth tax planning, and how can they be addressed?

Professionals in Wealth Tax Planning often encounter challenges such as keeping up with constantly changing tax laws and regulations, managing complex client portfolios with diverse assets, and ensuring strategies remain compliant and optimized. To address these, staying committed to ongoing professional education and close collaboration with legal and financial advisors is essential. Additionally, building strong client relationships helps clarify goals and tailor solutions, while leveraging advanced tax software can streamline analysis and reporting.

What are the key skills and qualifications needed to thrive in wealth tax planning, and why are they important?

To excel in Wealth Tax Planning, a deep understanding of tax law, financial planning, and investment strategies is essential, typically supported by a degree in finance, accounting, or law and certifications such as CPA or CFP. Familiarity with tax preparation software, financial modeling tools, and compliance systems is commonly required. Strong analytical thinking, attention to detail, and excellent interpersonal communication help professionals tailor strategies to complex client needs. These skills and qualities ensure effective tax minimization, regulatory compliance, and trusted client relationships in a highly specialized field.

What is the difference between Wealth Tax Planning vs Tax Advisor?

AspectWealth Tax PlanningTax Advisor
CredentialsCertifications in financial planning, CPA, or CFPCPA, EA, or tax-specific certifications
Work EnvironmentFinancial firms, private clients, high-net-worth individualsAccounting firms, consulting firms, corporate or individual clients
Industry UsageFocuses on overall wealth management and tax strategiesFocuses on tax compliance, filings, and planning

Wealth Tax Planning and Tax Advisor roles often overlap but serve different purposes. Wealth Tax Planning emphasizes strategic management of an individual's or family's overall wealth to minimize taxes, while Tax Advisors primarily focus on tax compliance and filing. Both require similar credentials and often work with high-net-worth clients, but their core responsibilities differ in scope and focus.

How to become a wealth tax planner?

To become a wealth tax planner, typically one needs a bachelor's degree in finance, accounting, or a related field, along with experience in tax planning or financial advisory roles. Earning professional certifications such as the Certified Financial Planner (CFP) or Enrolled Agent (EA) can enhance credibility and job prospects. Strong analytical skills, knowledge of tax laws, and proficiency with financial planning software are also important for success in this role.
More about Wealth Tax Planning jobs

What states have the most Wealth Tax Planning jobs?

States with the most job openings for Wealth Tax Planning jobs include:

What job categories do people searching Wealth Tax Planning jobs look for?

The top searched job categories for Wealth Tax Planning jobs are:

Wealth Tax Planning jobs near you
Infographic showing various Wealth Tax Planning job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 87% Full Time, 10% Part Time, and 2% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $58,389 per year, or $28.1 per hour.

Wealth & Tax Advisor

Regal Executive Search

Scottsdale, AZ • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 15 days ago

Job description


Wealth & Tax Advisor
The Opportunity
Family Office is looking for an experienced wealth & tax advisor to join our team. This role will be responsible for taking ownership of all aspects of the client engagement; interacting with clients, delegating and reviewing work, and completing follow-up items. You will engage with families on all services - Investment Management, Wealth Planning & Coordination, Tax Planning & Compliance, and Personal CFO Support.
The Expectations
  • Assess client's overall financial picture, understand their needs, and develop a solid financial plan
  • Help gather financial information and prepare net worth, cash flow, investment planning, investment policy statements, and other tools for wealth planning engagements
  • Prepare and review long-term capital sufficiency analyses based on personal financial goals, current financial data, tax rates, inflation rates, and investment assumptions
  • Prepare, review, and complete individual, trust, partnership, and corporate tax returns

The Qualifications
  • 5+ years of prior experience with taxes, investments, or as an accountant, financial planner, or tax preparer
  • In-depth knowledge of tax or investments
  • Accuracy, attention to detail, and the ability to explain complex information clearly and simply
  • Must be a self-starting individual who takes responsibility for his/her work and actively sees projects through to successful conclusions while maintaining a high level of communication with team members
  • Desire/ability to work successfully in a small company team environment where it is expected that you will wear many hats with varied responsibilities
  • Proficiency in Microsoft Suite (Excel, Word, PowerPoint, Outlook) and ability to operate CRM and other systems
  • Bachelor's degree in accounting, finance, or related field
  • CFA, CPA, or CFP required

The Benefits
  • Competitive salary and annual performance-based bonus
  • Flexible work arrangements
  • Unlimited PTO and 10 paid holidays per year
  • Medical, dental, and vision health plans with generous employer contribution
  • Supplemented health savings account (HSA)
  • Short and Long-term disability coverage paid for by employer
  • Flexible 401(k) retirement benefits with employer contributions
  • Opportunity for advancement based on performance, personal growth, and cultural fit
  • Work with a team-oriented culture that supports continuing education and career growth
  • Strong support for volunteer, community and/or industry involvement

Meet Your Recruiter
Tim Bramley

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