Position Title: Tax Specialist
Personal Capital transforms how you understand, manageand grow your net worth. It starts with providing real-time information about your finances via state-of-the-art technology, and personalized, expert guidance to ensure you realways moving towards your financial goals.
With over $8 billion in assets under management, and over 2 million users of our free tools, Personal Capital is the smartway to manage your financial life.
Personal Capital is looking for a second Tax Specialist to help provide deeper and more complex solutions for our clients. This is an opportunity to define how we provide Tax guidance and the chance to shape a new role within a fast-growing organization.
Candidates should be interested in delivering tax related guidance to stakeholders, as well as building processes and procedures related to the role.
Duties and Responsibilities:The Tax Specialistwill collaborate with fellow team members to review current and prospective client tax situations and will consult directly with advisors and clients aroundtax projections and strategies.Holistically review and identify problems, inefficiencies and opportunities related to estate and tax planning for clients.Work with internal Estate Planning Strategist on tax, wealth transfer matters,charitable giving,andextensive one-off unique transaction strategies (i.e Real Estate and Stock option projections).Remain up to date on tax law changes and comfortable communicating the effects of any changes to advisors and clients.Help develop a national CPA and tax specialist network. Occasionally work with internal teams on developing and disseminating tax related content, from training for advisors, to Personal Capital s official blog postings.
Required Qualifications & Experience:2+ Years of HNW tax experienceCPA License and advanced qualification in Personal, Family and Small Business Tax managementExperience with Tax Planning Technologies , Proficiency in MS Excel and wordAdvanced research skills to assist in providing possible solution for complex client issuesMaster s Degree in income tax a plus
Associated topics: analyse, analyst, business analytic, guidance, investment fund, market, monitor, refine, regulation, valuation analyst