Tax Planner

SNI Financial has partnered with a financial services company seeking a Tax Planner to serve as a trusted advisor to high-net-worth clients, delivering comprehensive financial planning, investment management, retirement, tax, estate, and business planning strategies. This role partners closely with internal tax, accounting, and investment professionals to provide integrated wealth management solutions while building long-term client relationships.

Key Responsibilities

• Develop and maintain comprehensive financial plans tailored to clients' personal and business goals.
• Advise clients on investments, retirement, cash flow, tax, estate, insurance, and wealth preservation strategies.
• Review investment portfolios, monitor performance, and collaborate on asset allocation recommendations.
• Analyze financial statements, cash flow, and long-term projections to identify planning opportunities.
• Serve as the primary relationship manager, providing proactive guidance and exceptional client service.
• Coordinate with internal and external professionals to deliver holistic financial solutions.
• Educate clients on financial strategies, market conditions, and investment performance.
• Support client retention and business growth through trusted relationships and high-quality service.

Qualifications

• Bachelor's degree in Finance, Accounting, or a related field.
• CPA, CFP, or CFA designation required.
• 4 years public accounting (tax), or experience in comprehensive financial planning and investment advisory.
• RIA and tax-aware wealth management experience preferred.
• Excellent communication, relationship management, and client presentation skills.
• Ability to simplify complex financial concepts and deliver personalized advice.

If you're ready to explore opportunities offering professional development and broad exposure. Apply today!