Senior Tax Planner

Job Description

The Senior Tax Planner is responsible for overseeing our firm’s tax planning technology tools, and meeting directly with advisors and clients to deliver comprehensive tax planning, strategic advice, and solutions. The ideal candidate possesses strong leadership, deep technical tax expertise, and a client-focused approach.

Responsibilities

Client Advisory and Tax Planning

• Meet directly with clients and advisors to provide tax planning, strategy, and recommendations.
• Develop and implement proactive tax-saving strategies tailored to client goals and financial situations.
• Collaborate with clients throughout the year to anticipate tax implications of financial decisions or changes in business operations.
• Build and maintain strong, long-term client relationships based on trust, expertise, and responsiveness.
• Prepare and present tax projections, planning analyses, and strategy summaries to clients.
• Assist in calculating certain inherited IRA distribution requirements.

Team Leadership and Management

• Manage and maintain the firm’s tax planning software.
• Review and monitor the always-evolving ways we can improve our offering.
• Assign client specific tasks to team members, ensuring balanced workloads and clear expectations.
• Monitor team progress to ensure deadlines are met, workloads are prioritized, and quality standards are upheld.
• Promote a culture of collaboration, accountability, and professional growth within the tax department.
• Assist in recruiting, onboarding, and developing new tax staff as needed.

Operational Responsibilities

• Review and enhance internal processes to improve efficiency, accuracy, and client service quality.
• Collaborate with firm leadership to set departmental goals and implement best practices in tax compliance and planning.
• Ensure proper documentation and organization of client files within the firm’s CRM (Salesforce) and shared drive folders.
• Maintain confidentiality of all client information and ensure data security protocols are followed.
• Support firm-wide initiatives, including workflow improvements and technology integration.

General Responsibilities

• Maintain client data, cases and notes in various internal systems including the firm’s CRM (Salesforce)
• Maintain Client Docs folder on shared drive according to template
• Communicate effectively with clients, colleagues, and management to resolve discrepancies and answer financial questions.
• Assist senior accountants and tax professionals during peak filing and closing periods.
• Identify opportunities for process improvements and help implement best practices in bookkeeping and tax preparation.

Qualifications 

• 7+ years of relevant experience
• Four-year college degree (Bachelor's degree in Finance, Business or Economics preferred)
• CFP® and/or MST or CPA or EA or TPCP® 
• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)
• Resonates with BP Values: Family Oriented, Ambitious, Collaborative, Entrepreneurial, Service

About the Beacon Pointe Family of Companies

Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families.  Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures.