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What is the role of a Senior Tax Planner at Jobgether?

The Senior Tax Planner position at Jobgether is a Full-time or part-time position opportunity in the Information Technology field.

Where is this Senior Tax Planner job located?

United States, Other / Non-US, United States

What type of employment is offered for this Senior Tax Planner role?

Full-time or part-time position

What is the expected salary for this Senior Tax Planner job?

Compensation will be discussed during the hiring process.

Senior Tax Planner job near me in United States, Other / Non-US at Jobgether

Senior Tax Planner

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Senior Tax Planner based in the United States.

This role sits at the intersection of advanced tax strategy and holistic wealth planning, supporting ultra-high-net-worth individuals and families in shaping long-term financial outcomes. You will act as the lead planning advisor for a select group of clients, translating complex financial situations into clear, actionable strategies that span tax optimization, estate planning, cash flow management, and intergenerational wealth transfer. The position operates within a highly collaborative, multidisciplinary environment where tax experts, estate attorneys, and financial advisors work together to deliver fully integrated solutions. You will engage directly with sophisticated clients, guiding them through evolving financial decisions and ensuring their plans remain aligned with personal and generational goals. This is a high-touch, relationship-driven role with significant exposure to complex wealth structures and strategic advisory work. It is ideal for a seasoned tax planning professional who thrives in client-facing environments and enjoys solving intricate financial challenges at scale.

Accountabilities:

In this role, you will serve as the primary tax and wealth planning advisor for a portfolio of ultra-high-net-worth clients, ensuring the delivery of highly customized, proactive financial strategies.

Lead the development and ongoing refinement of comprehensive wealth plans, including tax projections, cash flow analysis, estate planning, and wealth transfer strategies.
Manage relationships with approximately 20–25 UHNW clients, acting as the central point of contact for all financial planning and tax-related matters.
Conduct quarterly client reviews, presenting updated financial plans and adjusting strategies based on evolving goals and circumstances.
Partner closely with financial advisors and internal specialists to design integrated, multi-disciplinary solutions across tax, legal, investment, and estate domains.
Translate complex financial and tax concepts into clear, actionable guidance for clients and their families.
Coordinate execution of planning strategies with internal teams and external professionals, ensuring accuracy and follow-through.
Contribute to the development of best practices, tools, and planning frameworks that enhance the overall advisory platform.
Support business development and client engagement initiatives through presentations, thought leadership, and events.

Requirements

This role requires deep expertise in tax and wealth planning for high-net-worth clients, along with strong advisory, communication, and relationship management skills.

10+ years of experience in tax planning, financial planning, or wealth advisory roles serving high-net-worth or ultra-high-net-worth clients.
Bachelor’s degree required; CPA and/or JD strongly preferred.
Proven experience managing a portfolio of complex, high-value client relationships.
Strong expertise in income tax planning, estate and trust structures, wealth transfer strategies, and charitable planning.
Deep understanding of tax regulations and estate planning frameworks relevant to UHNW individuals.
Excellent communication skills with the ability to present complex financial concepts clearly and confidently.
Strong organizational and project management abilities, with the capacity to manage multiple clients and priorities.
Proficiency with financial planning tools and software (e.g., eMoney or similar platforms).
Collaborative mindset with the ability to work effectively across multidisciplinary teams.

Benefits

Competitive base salary with performance-based bonus eligibility
Comprehensive health, dental, and vision insurance plans
Retirement savings plan with employer contribution options
Paid time off, holidays, and parental leave programs
Access to advanced financial planning tools and professional resources
Collaborative, team-based advisory environment with strong subject matter expertise
Opportunities for professional growth, development, and leadership exposure
Hybrid or flexible working arrangements depending on team structure.

How Jobgether works:

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

Why Apply Through Jobgether?

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

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Senior Tax Planner in United States at Jobgether

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