Senior Tax Planner

Responsibilities

• Meet directly with clients and advisors to provide tax planning, strategy, and recommendations.
• Develop and implement proactive tax-saving strategies tailored to client goals and financial situations.
• Collaborate with clients throughout the year to anticipate tax implications of financial decisions or changes in business operations.
• Build and maintain strong, long-term client relationships based on trust, expertise, and responsiveness.
• Prepare and present tax projections, planning analyses, and strategy summaries to clients.
• Assist in calculating certain inherited IRA distribution requirements.

Team Leadership and Management

• Manage and maintain the firm’s tax planning software.
• Review and monitor the always-evolving ways we can improve our offering.
• Promote a culture of collaboration, accountability, and professional growth within the tax department.

Operational Responsibilities

• Train and educate our advisors on all tax topics and how our clients can benefit from tax planning.
• Review and enhance internal processes to improve efficiency, accuracy, and client service quality.
• Collaborate with firm leadership to set departmental goals and implement best practices in tax compliance and planning.
• Maintain confidentiality of all client information and ensure data security protocols are followed.
• Support firm-wide initiatives, including workflow improvements and technology integration.

Qualifications

• 5+ years of relevant experience
• Four-year college degree (Bachelor's degree in Finance, Business or Economics preferred)
• CFP® and/or MST or CPA or EA or TPCP®
• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)

About the Beacon Pointe Family of Companies

The Beacon Pointe Family of Companies is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures.