Big Money Retirement Solutions · 1 day ago
Tax Professional
Greenville, SC
Full-time
Onsite
Mid Level
$70K/yr - $85K/yrBig Money Retirement Solutions is seeking a Tax Advisor who will serve as a trusted tax strategist and planning partner. The role involves delivering proactive tax planning for high-net-worth individuals and families, integrating advanced tax analysis and risk management planning.
AdviceFinancial ServicesRetirement
Responsibilities
Deliver proactive, high-impact tax planning for high-net-worth individuals and families
Integrate advanced tax analysis, investment-related tax strategy, and risk management planning
Identify opportunities, recommend solutions, and manage implementation with precision, discipline, and complete documentation
Qualification
Required
Enrolled Agent (EA) certification
Experience in tax planning for high-net-worth individuals and families
Strong analytical skills for advanced tax analysis
Ability to integrate investment-related tax strategy and risk management planning
Proven track record of identifying opportunities and recommending solutions
Strong documentation skills
Ability to travel to Greenville, Simpsonville, and Spartanburg, SC
Benefits
Reduced or phased base salary
Revenue sharing on tax planning fees collected
Commission sharing on life insurance cases recommended, written, processed, and placed in force by the EA
Company
Big Money Retirement Solutions
As an independent financial advisory firm, we uphold the highest standards of fiduciary care.
Founded in 2018
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Johnathan Burgess
Founder
Company data provided by crunchbase