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Tax Specialist

| Greater Denver Area

Position Title: Tax Specialist

Personal Capital transforms how you understand, manage and grow your net worth. It starts with providing real-time information about your finances via state-of-the-art technology, and personalized, expert guidance to ensure you’re always moving towards your financial goals.

With over $8 billion in assets under management, and over 2 million users of our free tools, Personal Capital is the smart way to manage your financial life.

Personal Capital is looking for a second Tax Specialist to help provide deeper and more complex solutions for our clients. This is an opportunity to define how we provide Tax guidance and the chance to shape a new role within a fast-growing organization.

Candidates should be interested in delivering tax related guidance to stakeholders, as well as building processes and procedures related to the role.

Duties and Responsibilities:

  • The Tax Specialist will collaborate with fellow team members to review current and prospective client tax situations and will consult directly with advisors and clients around tax projections and strategies.
  • Holistically review and identify problems, inefficiencies and opportunities related to estate and tax planning for clients.
  • Work with internal Estate Planning Strategist on tax, wealth transfer matters, charitable giving, and extensive one-off unique transaction strategies (i.e Real Estate and Stock option projections).
  • Remain up to date on tax law changes and comfortable communicating the effects of any changes to advisors and clients.
  • Help develop a national CPA and tax specialist network.
  • Occasionally work with internal teams on developing and disseminating tax related content, from training for advisors, to Personal Capital’s official blog postings.

Required Qualifications & Experience:

  • 2+ Years of HNW tax experience
  • CPA License and advanced qualification in Personal, Family and Small Business Tax management
  • Experience with Tax Planning Technologies , Proficiency in MS Excel and word
  • Advanced research skills to assist in providing possible solution for complex client issues
  • Master’s Degree in income tax a plus
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Technology we use

  • Engineering
  • Sales & Marketing
    • JavaLanguages
    • JavascriptLanguages
    • D3JSLibraries
    • ReactLibraries
    • AngularJSFrameworks
    • Backbone.jsFrameworks
    • MySQLDatabases
    • SalesforceCRM
    • MarketoLead Gen

Location

Located in the heart of downtown Denver!

An Insider's view of Personal Capital

What are some social events your company does?

We tend to celebrate in big ways. Hitting milestones is exciting for any business, and at Personal Capital we've set aside time to rent out Lucky Strike or take the office out to a Rockie's game to celebrate our success. Our holiday parties are guaranteed to be a good time too!

Will

Sr. Recruiter

What are some things you learned at the company?

We want our employees to grow personally and professionally. At Personal Capital, you'll learn that clients always come first. We do all we can to help our clients fulfill their financial goals. That mentality spreads to every facet of your life, outside of work we try to better our community and we take pride in donating our time.

Jordan

Recruiter

How would you describe the company’s work-life balance?

With 9 paid holidays, weekends off, and generous PTO, there's a lot of time to enjoy living in Denver. Our Team can be found hitting the slopes every weekend or playing kickball in the Summer.

Meghan

HR & Talent Acquisition Manager

What are Personal Capital Perks + Benefits

Culture
Friends outside of work
Eat lunch together
Intracompany committees
Personal Capital has an internal Charitable Giving Committee who help determine where our quarterly charitable donations will go. We also have a Women's Group that hosts periodic meet-ups!
Open door policy
Health Insurance & Wellness Benefits
Dental Benefits
Vision Benefits
Health Insurance Benefits
Onsite Gym
Retirement & Stock Options Benefits
401(K)
Company Equity
Vacation & Time Off Benefits
Generous PTO
Paid Holidays
Paid Sick Days
Perks & Discounts
Commuter Benefits
Company Outings
Game Room
Stocked Kitchen
Happy Hours
Fitness Subsidies
Professional Development Benefits
Promote from within
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