Senior Tax Planner/Specialist
Vaco Recruiter Services, New York, NY, United States
Tax Planning Specialist
Location:
Onsite NYC
Salary:
$150,000-200,000 plus equity
Our client isbuilding a next-generation wealth platform that uses technology to deliver smarter, faster, and more accessible financial guidance. The team combines deep financial expertise with a forward-thinking approach to reshape how individuals manage their money.
We’re looking for an experienced
Tax Planning Specialist to join their team and play a key role in delivering high-quality, strategic tax guidance to clients.
What You’ll Do You’ll partner closely with financial planners and work directly on client tax strategies, projections, and compliance.
Core responsibilities include:
Build and maintain detailed tax projections and liability forecasts
Run scenario analyses to guide client financial decisions
Advise on withholding adjustments and quarterly estimated payments
Develop and execute tax-efficient strategies across a range of client situations
Review individual tax returns for accuracy and compliance
Oversee filing and support audit responses when needed
Maintain documentation and improve tax processes over time
Areas of Focus You’ll provide planning support across:
Retirement and tax-advantaged accounts
Equity compensation (RSUs, ISOs, NSOs)
Real estate and 1031 exchanges
State and local tax (SALT) strategy
International tax considerations
Estate and gift planning
Charitable giving and education savings strategies
What We’re Looking For
CPA or EA designation required
7+ years of experience in individual tax planning and review
Strong knowledge of U.S. tax regulations across multiple domains
Comfortable using tax and financial planning software
Clear communicator who can translate complex tax topics into actionable guidance
Detail-oriented with strong analytical skills
Collaborative and adaptable in a fast-paced environment
#J-18808-Ljbffr
Location:
Onsite NYC
Salary:
$150,000-200,000 plus equity
Our client isbuilding a next-generation wealth platform that uses technology to deliver smarter, faster, and more accessible financial guidance. The team combines deep financial expertise with a forward-thinking approach to reshape how individuals manage their money.
We’re looking for an experienced
Tax Planning Specialist to join their team and play a key role in delivering high-quality, strategic tax guidance to clients.
What You’ll Do You’ll partner closely with financial planners and work directly on client tax strategies, projections, and compliance.
Core responsibilities include:
Build and maintain detailed tax projections and liability forecasts
Run scenario analyses to guide client financial decisions
Advise on withholding adjustments and quarterly estimated payments
Develop and execute tax-efficient strategies across a range of client situations
Review individual tax returns for accuracy and compliance
Oversee filing and support audit responses when needed
Maintain documentation and improve tax processes over time
Areas of Focus You’ll provide planning support across:
Retirement and tax-advantaged accounts
Equity compensation (RSUs, ISOs, NSOs)
Real estate and 1031 exchanges
State and local tax (SALT) strategy
International tax considerations
Estate and gift planning
Charitable giving and education savings strategies
What We’re Looking For
CPA or EA designation required
7+ years of experience in individual tax planning and review
Strong knowledge of U.S. tax regulations across multiple domains
Comfortable using tax and financial planning software
Clear communicator who can translate complex tax topics into actionable guidance
Detail-oriented with strong analytical skills
Collaborative and adaptable in a fast-paced environment
#J-18808-Ljbffr