Tax Specialist

| Greater Denver Area
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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 $10 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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