Tax Strategist

Description

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $31 billion in AUM as of December 31, 2024, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.

EP Wealth Advisors is hiring for a Tax Strategist. The Tax Strategist is responsible for developing and implementing comprehensive tax strategies and coordinating tax return preparation.  Our ideal candidate will have a demonstrated track record of delivering excellent client service, with exceptional organizational, communication and problem-solving skills. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurial, Inclusion and Connection.

The salary range is $120,000 - $140,000 per year, plus annual bonus.  

Duties and Responsibilities:

• Maintains periodic contact with clients and acts as a liaison between clients and the firm for various activities. 
• Assist with tax preparation in collaboration with a national CPA firm. 
• Strengthen existing client relationships by working closely with integrated teams across EP Wealth to provide holistic wealth management solutions. 
• Proactively research industry trends and become a planning resource for clients and team members when recommending wealth strategies 
• Review and analyze tax returns for high net-worth individuals, real estate investors, and closely held businesses (i.e., corporate, partnership, and LLC) 
• Stay up-to-date with the latest tax legislation, ensuring accurate and compliant tax planning strategies 
• Research tax issues and draft technical correspondence as it relates to tax planning 
• Develop and deliver tax-saving strategies for real estate investors and closely held businesses 
• Partner with Advisors in client solicitation efforts and generating wealth management strategies for our UHNW clients and prospects. 
• Manage coordination and integration of tax services, analysis, and department projects. 
• Proactively engage in firm wide initiatives developing tax services, building firm relationships, supporting business development and client retention activities. 
• Publicly represent the tax strategy department. Participate in firm marketing initiatives, including client and prospective client seminars, writing articles and blogs, and other activities. 
• Perform additional functions, duties and specific tasks of a similar nature as necessary in order to achieve the firm's business development and client retention objectives. 
• Adhere to all company policies and procedures and perform business functions with focus on consistency, quality, and compliance  
• Other duties as assigned 

Qualifications

• Working knowledge of tax planning and preparation; preferably 5+ years of experience as well as considerable knowledge of partnership, corporate, and individual taxation 
• Licensed: Certified Public Accountant or Enrolled Agent Required
• Proficient with Windows and Microsoft Office  
• Demonstrated knowledge with CRM software 
• Excellent written and oral communication skills 
• Experience and willingness to participate in public speaking events, prospect meetings 
• Extremely detail oriented, exceptional follow through, reliable  
• Ability to maintain positive attitude, self-motivated, ethically sound judgement 
• Excellent client relations and communication skills 
• Strong interpersonal skills, ability to work well with all levels of the firm 
• Ability to work independently and exercise discretion without direct and immediate supervision 

What We Offer
We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being.

• 11 Paid Holidays
• 3 Weeks (PTO)
• Paid Volunteer Time
• Flexible Work Schedule
• Highly subsidized Health, Dental, and Vision Plans
• 401k Retirement Account with company match contributions
• Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
• Flexible Spending Accounts and Health Savings Accounts
• Employee Financial Education
• Employee Educational Expense Reimbursement
• Employee Charitable Donations
• Employee Referral Incentives
• Employee Team Building Activities
• Employee Assistance Program
• Complimentary Food and Snacks

EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.