Tax Planner

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Tax Planner based in United States. This is a fully remote opportunity within a growing wealth management and tax practice. The Tax Planner will help develop and review individualized tax plans and projections for a broad client base. You’ll support individual income tax preparation while partnering closely with financial advisors on tax strategies. The role combines technical tax work, financial analysis, client service, and problem-solving. You’ll also prepare and review financial reporting packages and investigate financial trends and variances. Success in this position requires strong attention to detail, communication, organization, and a willingness to continuously learn. It’s well suited to a motivated tax professional who enjoys collaboration and helping clients pursue their financial goals.