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PanAgora Asset Management · 2 months ago

Tax Specialist - High Net Worth Clients

United States

Full-time

Remote

Mid, Senior Level

$99K/yr - $140K/yr

4+ years exp

PanAgora Asset Management is dedicated to transforming financial lives and provides a flexible work environment. The Tax Specialist will help Empower Personal Wealth clients navigate their tax planning considerations and collaborate with team members to review client tax situations and consult on tax projections and strategies.

FinanceFinancial Services

No H1B

Responsibilities

Help clients better understand their current tax situation and the planning opportunities that can create efficiencies

Empower clients to make informed decisions with their tax planning considerations

Work with other internal Planning Specialists on tax, wealth transfer matters, charitable giving, and extensive one-off unique transaction strategies (i.e Real Estate and Stock option projections)

Stay up to date on tax law changes and communicate the effects to advisors and clients

Qualification

Active CPA licenseHigh net worth experienceTax planning technologiesMS Excel proficiencyBNA Income Tax PlannerAdvanced research skillsMaster’s Degree in taxationClient communicationEntrepreneurial mindset

Required

Active CPA license required

4+ years of high net worth (HNW) experience

Experience with tax planning technologies

Proficiency in MS Excel and Word and BNA Income Tax Planner

Advanced research skills to assist in providing possible solution for complex client issues

Preferred

Master's Degree in taxation tax a plus

A strong desire to engage and effectively communicate with clients daily

A strong entrepreneurial mindset to add ideas on how we can scale our current services to a broader set of clients more efficiently

Benefits

Medical, dental, vision and life insurance

Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup

Tuition reimbursement up to $5,250/year

Business-casual environment that includes the option to wear jeans

Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year

Paid volunteer time — 16 hours per calendar year

Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)

Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

Company

PanAgora Asset Management

PanAgora Asset Management is a quantitative investment manager whose proprietary approach is designed to capitalize on inefficiencies across market cycles and to deliver relative and absolute returns through distinct and innovative equity, multi-asset and risk premia strategies.

Founded in 1989

Boston, Massachusetts, USA

51-200 employees