Advanced Tax Planning Strategist

We need to output HTML fragment with sections: About the role? Actually the posting includes "About Renaissance Financial" description, mission, etc. The instructions: Use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Do NOT repeat the job title as a heading. We need to include sections only when posting has real, specific content. We have content for About the role? The posting includes "About Renaissance Financial" which is about the company, not role. But we could treat as "About the role"? Actually they said use headings like About the role, Responsibilities, etc. We can include "About the role" with description of mission and role summary. The posting includes "The mission of this full-time position is to serve as a Subject Matter Expert..." and "Position Summary". So we can put that under About the role. Responsibilities: we have "Primary Responsibilities" with bullet points. We'll list each bullet as

. Requirements/Qualifications: we have "Essential Characteristics" and "Education, Training & Experience". Could combine into Requirements or Qualifications. Probably "Qualifications" for education/experience, and "Skills" for essential characteristics? But we can just have one section "Requirements" covering essential characteristics and education etc. However we need to follow instruction: prefer few substantive sections over many thin ones. So maybe we have sections: About the role, Responsibilities, Qualifications, Benefits. No Pay or Schedule as not specified. We must not include boilerplate like EEO, equal opportunity, etc. Remove duplicated lines. Also remove "We are an equal opportunity employer..." etc. Also remove "Computer Equipment and Software" maybe part of qualifications? Could be under Skills? But we can include under Qualifications as technical skills. We need to preserve all substantive information. So include details about mission, responsibilities, essential characteristics, education/training/experience, computer equipment/software, working conditions (maybe not needed as schedule?), benefits. Working Conditions: "Business professional work environment. Standard 40-hour work week; some periods may require additional hours based on client needs. Ability to travel up to 10–20% of the time. We are committed to providing an accessible work environment." This could be under a section maybe "Working Conditions" but not in allowed headings list. The allowed headings list includes About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Working Conditions not listed, but we could fold into About the role or maybe omit? The instruction: Use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It says e.g., not exclusive. So we could add other headings if needed, but better to stick to those. We could incorporate working conditions into About the role or maybe into Benefits? Probably better to add a section "Working Conditions" but not in list; but they said e.g., meaning examples, not exhaustive. So we can add. But they said "Prefer a few substantive sections over many thin ones." So maybe combine working conditions into About the role. We'll produce:

About the role

... mission description and position summary ...

Responsibilities

• ... each bullet ...

Qualifications

... essential characteristics and education/training/experience ... maybe split into two paragraphs: essential characteristics and education/experience.

Skills

... computer equipment and software ... maybe also technical skills.

Benefits

• Employer Paid Medical Insurance.
• Generous employer 401(k) contributions of up to 10% of team member eligible compensation annually.
• Potential for Annual Variable Compensation and Bonuses.
• Employer Licensing Coverage and Growth Opportunities.

We must not include Pay or Schedule. We must not repeat job title as heading. We must not include boilerplate like "We are an equal opportunity employer." etc. We must preserve all substantive information: include mission statement, position summary, responsibilities bullets, essential characteristics, education/training/experience, computer equipment/software, working conditions (maybe embed), benefits. Let's craft. About the role paragraph: combine "About Renaissance Financial" description plus mission of position plus position summary. We need to preserve all info: The mission statement: "The mission of this full-time position is to serve as a Subject Matter Expert (SME) in income tax planning and strategy, working closely with clients and internal partners to deliver sophisticated tax solutions." Also "Our Mission: Using creative business and personal planning, we help our clients achieve financial freedom… one opportunity at a time." Also "Our true team approach and entrepreneurial atmosphere set us apart..." etc. Also "Position Summary The Advanced Tax Planning Strategist is a senior, CPA-level specialist responsible for developing proactive, multi-year tax strategy for complex high-net-worth and ultra-high-net-worth households, while also serving as a broad-based tax resource for financial advisors and clients across the firm. This role is designed for a CPA with strong technical depth, sound judgment, and the ability to operate directly with clients, advisors, attorneys, and outside accountants. It encompasses tax architecture, modeling, planning analysis, business tax review, internal business valuation, and implementation coordination across every major family wealth decision — including entity structuring, liquidity events, trust planning, charitable strategies, concentrated positions, and retirement distribution planning. This is not a tax preparation or compliance role. The ideal candidate thinks strategically, models across multiple years, advises on major wealth decisions, and has the presence to lead substantive discussions in client and professional meetings." We'll include that. Now Responsibilities: list each bullet from "Primary Responsibilities". We'll need to capture each bullet: there are many sub-bullets under Advanced Tax Planning etc. We'll flatten. List: - Design and implement sophisticated federal and multi-state tax strategies for individuals and businesses, optimizing for current and future financial goals. - Lead tax planning analysis and implementation coordination across major wealth decisions, including: - Entity structuring and restructuring for operating entities, investment entities, and family wealth structures - Liquidity events (business sales, M&A transactions, and equity compensation) - Trust planning, trust funding, and trust-related income tax considerations - Charitable giving strategies (DAFs, CRTs, CLTs, and private foundations) - Concentrated stock transitions and capital gains planning - Retirement distributions and Roth conversion planning - Multi-state taxation and domicile planning - Prepare detailed tax projections and multi-scenario analyses to support strategic client decision-making. - Analyze the tax implications of major client decisions — including business sales, trust funding, Roth conversions, and entity changes — before implementation. - Review tax projections, K-1s, and basis issues to surface risks and opportunities. - Analyze complex individual and business tax returns (including pass-through entities, C-corps, and trusts) to identify planning opportunities, risk areas, and actionable recommendations for clients and advisors. - Review returns through a planning lens, coordinating with outside preparers rather than serving as preparer of record. - Develop internal business valuations to support estate planning, buy-sell agreements, succession planning, gifting strategies, and other client engagements. - Review and interpret business financial statements to assess financial health, support tax planning, and inform advisory recommendations. - Provide clear, trusted guidance on complex tax matters including multi-state taxation, entity structuring, income tax optimization, and business succession. - Participate directly in client meetings as the tax planning specialist. - Help translate complex tax concepts into actionable recommendations and maintain proactive communication on changes that affect client strategy. - Partner closely with Senior Planners, Portfolio Strategist, Financial Advisors, estate planning specialists, internal attorneys, and outside CPAs to deliver integrated financial and tax planning solutions. - Support implementation of agreed-upon strategies by coordinating with external preparers, tracking follow-through, and contributing to team planning templates and internal best practices. - Monitor and interpret changes in federal, state, and local tax laws; ensure compliance and proactively adjust client strategies as needed. - Ensure client planning positions are well-documented and defensible. - Identify potential tax risks and develop mitigation strategies to protect client interests. - Contribute to internal training, client education, and thought leadership on emerging tax trends and strategies. - Serve as an internal tax resource for financial advisors across all RFC offices and assist with income tax planning questions for moderate-net-worth client relationships ultimately overseeing a Junior tax Strategist on this work. - Leverage tax planning software and analytical tools to enhance accuracy and efficiency in client deliverables. - Build and maintain strong, long-term client relationships through proactive communication and exceptional service. We need to ensure we don't lose any. Now Qualifications: essential characteristics list plus education/training/experience. Essential Characteristics bullet list: - Strong technical tax planning depth with a clear orientation toward strategy — not just compliance or return preparation. - Comfortable working across individual, trust, partnership, pass-through, C-corp, and transaction-related tax issues. - Deep knowledge of federal and multi-state income tax law, with experience advising both individuals and business entities and expertise regarding trust and estate taxes. - Demonstrated ability to analyze business tax returns, financial statements, K-1s, basis issues, and ownership structures. - Experience developing or supporting business valuations (familiarity with standard approaches and methodologies). - Strong analytical and modeling skills with the ability to explain complex recommendations clearly to clients and internal stakeholders. - Experience working with high-net-worth and ultra-high-net-worth individuals and complex business structures. - Polished communication and professional presence — able to lead substantive tax discussions in client and professional meetings with credibility. - Collaborative, practical, and comfortable operating in a highly integrated, multi-disciplinary planning environment alongside advisors, attorneys, and outside CPAs. - Proven ability to manage multiple priorities in a fast-paced, client-driven environment. - Familiarity with tax technology tools and financial planning software - Self-motivated, coachable, and committed to continuous learning and professional development. Education, Training & Experience: - Bachelor’s degree in Accounting, Finance, Business, or related field required. - Certified Public Accountant (CPA) designation required. - Minimum of 8-15 years of relevant tax experience in public accounting, private client tax, family office, transaction advisory, or advanced planning. - Strong experience with individual, fiduciary, pass-through, and closely held business tax issues. - Experience building tax projections and evaluating multi-year planning strategies. - Experience advising high-net-worth or ultra-high-net-worth families, including pre- and post-liquidity event planning, strongly preferred. - Strong familiarity with trust planning, charitable planning, and business-owner planning strongly preferred. - Background that combines public accounting experience with planning or advisory work strongly preferred. - Experience coordinating with legal, investment, and estate planning professionals preferred. - Experience with business valuations or working alongside valuation professionals preferred. Computer Equipment and Software: - Microsoft Excel (advanced proficiency required) - Microsoft Outlook - Salesforce (or comparable CRM) - Tax planning and modeling software - Financial analysis and business valuation tools - Typing of at least 40 wpm Working Conditions: - Business professional work environment. - Standard 40-hour work week; some periods may require additional hours based on client needs. - Ability to travel up to 10–20% of the time. - We are committed to providing an accessible work environment. If you need accommodations during the application or employment process, please let us know. We could embed working conditions into Qualifications or About the role. Probably better to add a section "Working Conditions" but not in list; but we can incorporate into About the role or Qualifications. Since we already have many sections, maybe add a section "Working Conditions". The instruction says e.g., not exclusive, so we can add. But they said prefer few substantive sections over many thin ones. Adding another section may increase count. However we already have About the role, Responsibilities, Qualifications, Benefits. That's four. Adding Working Conditions makes five. Still few. Could be okay