What are the responsibilities and job description for the Senior Tax Planner position at Boutique Recruiting?
Position Title: Senior Tax Planner
The Senior Tax Planner plays a crucial role in supporting senior financial advisors and enhancing client relationships. This position requires a dedicated professional who is committed to delivering exceptional service and is willing to invest the necessary time and effort to meet client needs.
The ideal candidate will thrive in a team-oriented environment, demonstrating adaptability and a willingness to learn new practices. By engaging with clients and contributing to the overall success of the financial team. Strong communication skills and a proactive approach to client service are essential for this role.
Salary Range: $90,000 - $130,000 base / Year DOE
Responsibilities
The Senior Tax Planner plays a crucial role in supporting senior financial advisors and enhancing client relationships. This position requires a dedicated professional who is committed to delivering exceptional service and is willing to invest the necessary time and effort to meet client needs.
The ideal candidate will thrive in a team-oriented environment, demonstrating adaptability and a willingness to learn new practices. By engaging with clients and contributing to the overall success of the financial team. Strong communication skills and a proactive approach to client service are essential for this role.
Salary Range: $90,000 - $130,000 base / Year DOE
Responsibilities
- Partner with the advisory team to develop strategic tax planning solutions for high-net-worth individuals and business entities
- Create and present actionable tax recommendations, projections, and planning strategies aligned with client goals
- Communicate directly with clients regarding tax strategies, opportunities, and ongoing planning needs
- Research complex tax matters and stay current on federal and state tax laws and regulatory changes
- Identify tax planning opportunities that support broader financial, investment and business objectives
- Participate in prospect meetings to communicate the value and impact of proactive tax planning
- Build trusted client relationships through responsive communication, sound judgment and technical expertise
- Leverage tax planning software and analytical tools while improving internal processes, workflows and service delivery
- Bachelor’s degree and Certified Financial Planner™ designation
- CPA or Enrolled Agent designation required or actively in progress
- 8–10 years of tax planning, preparation, or advisory experience
- Chicago-area candidates will work onsite 2–3 days per week, while candidates outside of Chicago may live anywhere with the ability to travel to the Chicago office approximately twice per month
- Experience advising high-net-worth individuals and business entities
- Strong knowledge of individual and entity taxation, projections, and strategic tax planning
- Ability to research and interpret complex tax laws and technical matters
- Strong client-facing presentation and consultative communication skills
- Ability to translate complex tax concepts into clear, practical recommendations
- 10 days of PTO
- 8 paid holidays
- Health insurance
- 401(k) plan with match after 90 days
Salary : $90,000 - $130,000