Senior Financial Planner/Wealth Strategist - KAR (Tax Planning)

Location: Century City, Los Angeles, United States; up to 20% travel

Total compensation averages $125,000–$175,000, including applicable bonuses and incentives; base salary is $115,000–$140,000.

Company

hirify.global is an asset and wealth management firm founded in 1984, managing approximately $50 billion in assets and serving high-net-worth and ultra-high-net-worth individuals, families, and institutions.

What you will do

• Lead advanced financial plans focused on income tax, capital gains, concentrated stock, liquidity events, and multistate considerations.
• Partner with Wealth Advisors in client meetings to present recommendations and guide decisions for sophisticated clients.
• Design and evaluate trust and estate structures, charitable planning strategies, tax-efficient withdrawals, and business-owner liquidity plans.
• Collaborate with external CPAs and estate attorneys to execute cohesive client strategies.
• Identify tax-alpha opportunities, review planning work, and contribute to the firm's tax and planning expertise.
• Support business development by demonstrating planning capabilities in prospective client situations.

Requirements

• CFP® certification required; CPA, EA, or an advanced tax background strongly preferred.
• 5–10+ years of experience working with HNW/UHNW clients in an RIA, multi-family office, or similar environment.
• Expertise in tax planning for individuals, trusts, and closely held businesses.
• Experience with equity compensation, business sales and exit planning, trust structures, and wealth transfer strategies.
• Strong client presence and ability to translate complex technical topics into clear, actionable recommendations.
• U.S. citizenship or lawful permanent residency is required; work visa and OPT/CPT sponsorship are not available.

Nice to have

• Prior experience preparing or reviewing HNW tax returns.
• Experience with eMoney, Holistiplan, or external advisor networks.

Culture & Benefits

• Collaborative, respectful, and team-oriented working environment.
• Medical, dental, and vision insurance from day one.
• Life and disability insurance, HSA with company match, and dependent-care FSA.
• Wellness program, tuition reimbursement, and 24-hour employee assistance program.
• Adoption assistance, paid family care time, and paid volunteer days.