Senior Tax Planning & Review Leader (CPA/EA)

A wealth management firm is seeking a Tax Planning Specialist to optimize tax strategies for clients. This role involves developing tax projections, conducting tax return reviews, and collaborating closely with Certified Financial Planners®. The ideal candidate will have a CPA or EA certification and at least 7 years in tax planning. Benefits include comprehensive health coverage and a competitive salary. This is an in-office position based in New York City, McLean, VA, or Seattle.