Job Description

Be Wealth is seeking an experienced and detail-oriented  Tax Planning Associate to join our team. This role will be pivotal in developing and implementing tax-efficient strategies for clients, focusing on minimizing tax liabilities and maximizing after-tax wealth. The ideal candidate possesses a strong background in tax planning, preferably with experience in serving high-net-worth individuals, small business owners, and farm operators.

Client-Centered Tax Strategy Development

• Collaborate with CPA’s / Tax preparation specialists, and wealth managers to assess clients' financial situations and identify tax planning opportunities.
• Develop customized, forward-thinking tax strategies to minimize clients' short- and long-term tax liabilities.
• Review and analyze clients' tax returns, identifying areas for improvement in tax efficiency.
• Prepare and file tax returns for clients.

Proactive Tax Management

• Monitor and stay informed about changes in tax laws and regulations at federal, state, and local levels, and proactively advise clients on potential impacts.
• Ensure compliance with all tax regulations and manage timelines to meet filing deadlines for individual, business, and estate tax matters as applicable.

Collaborative Financial Planning Support

• Work closely with Wealth Managers and estate planning teams to integrate tax considerations into comprehensive financial plans.
• Provide guidance on charitable giving, estate tax planning, retirement distributions, and other wealth management considerations.

Client Education and Relationship-Building

• Educate clients on tax implications of financial decisions and strategies in a clear, client-friendly manner.
• Develop trusted, lasting relationships with clients by delivering consistent, high-quality service and demonstrating a commitment to their financial well-being.

Operational Excellence

• Utilize tax planning software and tools to enhance analysis and efficiency.
• Maintain detailed, accurate, and up-to-date records on all client tax matters in Be Wealth systems.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field required; CPA licensure or Enrolled Agent designation preferred.
• Minimum of 3 years of experience in tax planning, preparation, and strategy development.
• Experience working with high-net-worth clients, business owners, and/or farm operators is desirable.
• Proficient knowledge of federal and state tax regulations.
• Strong analytical and problem-solving skills, with a high degree of attention to detail.
• Excellent communication skills, with the ability to explain complex tax concepts to clients in a simple manner.
• Strong organizational skills, with the ability to manage multiple clients and deadlines effectively.
• Strong understanding of GAAP and tax accounting principles
• Proficiency in accounting / tax preparation software, including QuickBooks
• Knowledge of estate planning and corporate accounting practices

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