Tax Specialist (High Net Worth Clients)

TL;DR

Tax Specialist (Finance): Providing tax planning and projections for high-net-worth clients with an accent on tax efficiency and wealth transfer. Focus on collaborating with advisors to implement complex strategies, such as real estate and stock option projections.

Location: Remote (Nationwide US)

Salary: $100,900 - $142,525

Company

hirify.global is a financial services firm dedicated to helping clients achieve financial freedom through personalized wealth management.

What you will do

• Analyze current tax situations for HNW clients to identify planning opportunities and efficiencies.
• Consult directly with Advisors and clients on tax projections and strategic planning.
• Collaborate with internal specialists on wealth transfer, charitable giving, and unique transaction strategies.
• Develop projections for complex assets, including real estate and stock options.
• Stay current on tax law changes and communicate the effects to clients and advisors.

Requirements

• Active CPA license required.
• 4+ years of experience working with high-net-worth (HNW) clients.
• Must be authorized to work for any employer in the U.S. (no sponsorship provided).
• Proficiency in MS Excel, Word, and BNA Income Tax Planner.
• Advanced research skills to solve complex client tax issues.

Nice to have

• Master’s Degree in taxation.
• Strong entrepreneurial mindset to help scale current services.

Culture & Benefits

• 401(k) plan with generous company matching up to 6%.
• Comprehensive medical, dental, vision, and life insurance.
• Tuition reimbursement up to $5,250 per year.
• Generous paid time off, including company holidays and floating holidays.
• 16 hours of paid volunteer time per calendar year.
• Supportive environment with paid parental leave and disability programs.