Job details

Sr. Tax Specialist

At Edelman Financial Engines (EFE), we believe everyone deserves to move their financial life forward!

We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with empathy, integrity and invention. We uphold that same standard of respect and commitment for clients and colleagues alike.

Founded on the idea that financial education is a fundamental right for everyone, Edelman Financial Engines continues to grow and challenge the status quo. We’re moving forward, together. If our purpose-driven commitment inspires you, we invite you to consider joining our team.

As a Senior Tax Specialist on the Advanced Planning Strategies team, you’ll play a pivotal role by supporting tax planning efforts through tax research and analysis.

In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team’s existing talents. For this Senior Tax Specialist role, we are seeking a candidate with proven financial planning and tax planning experience to help advance EFE’s tax planning offering. If you are eager to partner with financial planners and help clients understand the impact of their tax obligations, this may be an opportunity for you!

Responsibilities:

Research tax issues and complete analyses to support complex tax planning cases
Work with planners and clients to help research and advise on tax implications, liabilities and strategies as they related to a clients’ financial plan
Keep current with accounting and tax issues and legislative changes
Collaborate on internal tax planning education initiatives
Communicate effectively and responsively to inquiries from clients, planners and corporate partners

Requirements:

Holds a bachelor’s degree or higher in accounting or finance; CPA or EA or must obtain within 3 months of employment
4+ years public accounting experience in tax compliance and consultation (national or regional firm preferred); experience with a registered investment advisor or wealth management firm preferred
CFP^®/ChFP^® or able to obtain within 3 months of employment
In-depth knowledge of federal and state laws, regulations, and deadlines
Experience with tax planning software (Holistiplan and CCH Tax Planning preferred)
Exceptional communication and organization skills, including time management and critical thinking

Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $75,000 - $100,000. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.

About Edelman Financial Engines

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisory firm, recognized by Barron’s,¹with 145+ offices² across the country and entrusted by more than 1.3 million clients to manage more than $242 billion in assets.³Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.

For more information, please visit EdelmanFinancialEngines.com.

© 2023 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. See EdelmanFinancialEngines.com/patent-information for patent information. AM2789819

For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully.

Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.

Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need to request an accommodation for a disability, you may request one at any time by either contacting your recruiter or HRQ@EdelmanFinancialEngines.com.

¹ The Barron’s 2022 Top 100 RIA Firms list, a seven-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Compensation is paid for use and distribution of the rating. Investor experience and returns are not considered. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th.

² Edelman Financial Engines data, as of Dec. 31, 2022.

³ Edelman Financial Engines data, as of Dec. 31, 2023.

By Edelman Financial Engines

For more than 30 years, Edelman Financial Engines has been committed to moving the financial lives of millions of people forward. We were founded on the belief that everyone deserves access to financial help delivered in their best interests – alw...

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FUNDING

Public

DEPARTMENTS

Accounting

SENIORITY LEVEL REQUIREMENT

Senior

INDUSTRY

Investment & Asset Management

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