Tax Planning Specialist - Eau Claire, WI
2 days ago
Job description
Tax Planning Specialist
Recruiting Partner: Pathway Talent Partners
Location: Eau Claire, WI
Compensation: $160,000–$200,000 base salary + bonus
About the Opportunity
Pathway Talent Partners is recruiting a Tax Planning Specialist on behalf of a well‑established, independent wealth management firm with a national client base. The firm has a multi‑decade history of delivering integrated wealth management, consulting, and planning services to high‑net‑worth individuals, families, business owners, retirement plans, and foundations.
The Tax Planning Specialist plays a critical role in supporting advisors and clients by developing and coordinating sophisticated tax‑efficient strategies across income, estate, and business planning. This role is ideal for a tax‑focused professional who enjoys technical analysis, planning strategy, collaboration, and client education—without preparing tax returns or providing legal or tax advice.
Note: This position does not involve the practice of law or public accounting. The firm is not a law firm or CPA firm and does not provide legal or tax advice.
Position Summary
The Tax Planning Specialist partners closely with Wealth Advisors to help clients understand tax planning opportunities and implications related to income, estate, gifting, trust, and business planning. The role supports proactive, forward‑looking tax strategies and helps clients coordinate planning with their external CPAs and legal advisors.
Internally, this position serves as a subject‑matter resource for tax‑related planning considerations, including entity structures, investment tax efficiency, trust and estate tax exposure, and transitions following liquidity events. The role blends technical tax expertise with client‑facing communication and cross‑functional collaboration to ensure planning strategies are aligned with overall wealth goals.
Key Responsibilities
Client & Advisor Support
- Educate clients on basic and advanced tax planning concepts and strategies
- Partner with clients' CPAs and attorneys to support coordinated tax‑efficient planning
- Provide guidance on tax considerations related to trusts, estates, charitable planning, and wealth transfer
- Support tax planning related to business ownership, liquidity events, and succession planning
Technical & Analytical Work
- Review and analyze tax returns, planning summaries, and related financial documents
- Identify tax planning strategies that may help clients reduce tax exposure and improve after‑tax outcomes
- Conduct research on income, estate, gift, and business tax topics and prepare written summaries and updates
- Evaluate tax implications of investment, entity, and distribution strategies
Internal Collaboration
- Serve as an internal resource on tax planning topics including entity structures, trust taxation, and investment tax efficiency
- Support advisors and client service teams with tax‑related planning questions and client requests
- Partner with advisors, client service, and operations teams to deliver a seamless and well‑coordinated client experience
Additional Duties
- Perform other responsibilities that contribute to the effectiveness of the role and the organization
Required Qualifications
- 6+ years of experience working with high‑net‑worth individuals on tax planning matters
- Strong working knowledge of individual, trust, estate, and business tax concepts
- Experience coordinating with external tax and legal professionals preferred
Skills & Competencies
The ideal candidate will demonstrate the ability to:
- Manage multiple priorities, meet deadlines, and work independently
- Maintain strict confidentiality and professional integrity
- Communicate complex tax concepts clearly to both clients and advisors
- Collaborate in a team‑oriented environment with a service‑focused mindset
- Leverage technology, including Microsoft Office and CRM or portfolio management platforms
- Apply strong attention to detail, analytical thinking, and sound judgment
Work Environment & Physical Requirements
- Office‑based role with moderate noise levels typical of a professional workplace
- Ability to remain stationary for extended periods while working at a computer or in meetings
- Occasional evening or weekend hours as business needs require
- Periodic travel between office locations
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