Senior Tax Planning Specialist

The Senior Tax Planning Specialist will review and optimize financial plans, and develop tailored tax strategies specific to each client's situation to maximize tax efficiency. They will also consult with Wealth Advisors on complex tax matters affecting client portfolios. The specialist will create educational resources on tax optimization strategies for both clients and advisors. This individual will apply financial and tax expertise to complex situations involving corporations, trusts, and estates. The specialist will contribute their insights to improve our CPA Designed financial planning service offering.