Senior Financial Planner/Wealth Strategist - KAR

About the role

Kayne Anderson Rudnick (KAR) is a distinguished asset and wealth management firm with approximately $50 billion in AUM and a national team of 135 professionals. We are seeking a Senior Financial Planner with deep expertise in tax planning and strategy to join our growing wealth planning team.

Responsibilities

• Lead the development of advanced financial plans with a strong emphasis on tax strategy, including income tax, capital gains planning, concentrated stock, liquidity events, and multistate considerations
• Partner directly with Wealth Advisors in client meetings to present recommendations and guide decision-making for sophisticated UHNW clients
• Design and evaluate complex strategies, including: Trust and estate planning structures, Charitable planning (DAFs, foundations, CRTs/CLTs), Tax-efficient portfolio withdrawal and distribution strategies, Business owner and pre-/post-liquidity planning
• Collaborate with external CPAs and estate attorneys to ensure cohesive, well-executed client strategies
• Identify and quantify “tax alpha” opportunities within client portfolios and planning recommendations
• Review and elevate planning work completed by other team members, ensuring exceptional quality and depth
• Contribute to the firm’s intellectual capital by staying ahead of evolving tax law and planning strategies
• Support business development efforts by demonstrating KAR’s differentiated planning capabilities in prospective client situations

Qualifications

• CFP® required; CPA, EA, or advanced tax background strongly preferred
• 5–10+ years of experience working with HNW/UHNW clients in an RIA, multi-family office, or similar environment
• Demonstrated expertise in tax planning and strategy for individuals, trusts, and closely held businesses
• Experience analyzing and explaining complex topics such as: Equity compensation, Business sales/exit planning, Trust structures and wealth transfer strategies
• Prior experience preparing or reviewing HNW tax returns is highly valued
• Strong client presence with the ability to translate technical concepts into clear, actionable recommendations
• Collaborative, intellectually curious, and motivated by delivering high-impact advice

Benefits

• Competitive Pay
• Medical, Dental, and Vision Insurance (starting day 1)
• Life and Disability Insurance
• Health Savings Account with a Company Match
• Flexible Spending Accounts including Dependent Care
• Wellness Program
• Tuition Reimbursement
• 24-Hour Employee Assistance Program
• Adoption Assistance
• Paid Family Care Time
• Paid Volunteer days