Tax Planner

Summary

Ritholtz Wealth Management is a fast-growing Registered Investment Advisory firm serving clients nationwide. The Tax Planner will support the firm’s tax practice by building client tax plans, assisting with individual income tax filings, developing tax strategies, and preparing financial reporting packages.

Responsibilities

• Building and reviewing client tax plans and projections
• Assisting the Tax Manager with income tax filing for 300+ individuals
• Developing experience and proficiency in income tax filing matters
• Working with advisors to develop tax strategies to achieve clients’ financial goals
• Ensuring that invoices are in agreement with client billing arrangements & records
• Preparing/reviewing financial statements and reporting packages, including P&L, balance sheet, and cash flow; investigating variances and trends

Skills

• Have 1-5 years of experience in either public accounting, tax filing, tax planning, or financial planning
• Be excited to tackle tax-related projects and solve individual tax issues
• Be computer-savvy and capable of learning new software applications with relative ease
• CCH Axcess or other professional tax software
• Schwab, Fidelity, or equivalent brokerage platform
• Orion or other portfolio management platform
• Salesforce (or equivalent client resource manager)
• Tax experience: 1 - 5 years Tax experience and/or 1-5 years Planning experience
• CPA or EA (Required)
• CPA or EA (Required) and CFP (Optional)

Qualifications

Must Haves

• Have 1-5 years of experience in either public accounting, tax filing, tax planning, or financial planning
• Be excited to tackle tax-related projects and solve individual tax issues
• Be computer-savvy and capable of learning new software applications with relative ease
• CCH Axcess or other professional tax software
• Schwab, Fidelity, or equivalent brokerage platform
• Orion or other portfolio management platform
• Salesforce (or equivalent client resource manager)
• Tax experience: 1 - 5 years Tax experience and/or 1-5 years Planning experience
• CPA or EA (Required)

Nice to Haves

• CPA or EA (Required) and CFP (Optional)

Benefits

• Hybrid/Remote/Work from home
• Comprehensive benefits package
• 401k with match
• Generous time off
• Paid Parental Leave
• Support for community volunteering
• Discretionary quarterly profit pool distribution after one year of employment
• Employee discount