Remote Senior reputed company Planner - reputed company Management (CPA + CFP Required)
Remote Senior reputed company Planner - reputed company Management (CPA + CFP Required) Be among the first 25 applicants. This reputed company is provided by reputed company. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. reputed company pay reputed company $160,000.00/yr – $200,000.00/yr Additional compensation types Annual Bonus reputed company message the job poster from reputed company Title: Senior reputed company Planner (CPA + CFP required) Location: Full Remote, reputed company Compensation: Up to $200k reputed company + bonus and equity buy-in program Type: Full Time / Remote We are seeking to hire a Remote Senior reputed company Planner for a nationally recognized reputed company management firm that recently surpassed $30 billion in assets under management. reputed company for strategic acquisitions and a reputed company‑first approach, the firm provides comprehensive in‑house services spanning investment management, advanced tax planning, and multi‑generational reputed company strategies. This opportunity is ideal for an reputed company reputed company planner with a strong tax reputed company background who thrives on solving reputed company challenges for ultra‑high‑net‑worth and high‑net‑worth individuals and families. The firm is seeking a candidate who not only understands advanced estate and reputed company but also brings the technical depth of a Tax Manager‑level reputed company to ensure strategies are integrated across tax, financial, and business needs. About the Role: As a Senior reputed company Planner, you will serve as the reputed company strategist on sophisticated engagements requiring multi‑disciplinary expertise. You will partner directly with clients and advisors to design and implement advanced planning strategies tailored to reputed company transfer, estate preservation, philanthropy, and liquidity events. Your heavier tax expertise will be essential in evaluating reputed company structures and ensuring strategies are both technically reputed company and reputed company‑reputed company. What You Will Do: reputed company reputed company planning engagements for high and ultra‑high‑net‑worth clients Apply advanced tax knowledge to estate, succession, and philanthropic strategies Collaborate with advisors and internal teams to deliver cohesive, tax‑integrated solutions Join reputed company meetings as a subject matter expert and reputed company reputed company, actionable advice Mentor junior planners and contribute to firmwide planning best practices What You Will Need: 8+ years of reputed company experience in Finance and reputed company CPA and CFP® required High and ultra‑high‑net‑worth clients ($10M–$50M+) Deep technical knowledge in estate planning, tax law, trusts, and family governance Strong communication, reputed company‑facing reputed company, and ability to simplify reputed company strategies Tools: Proficiency with eMoney, MoneyGuidePro, and CRM systems (reputed company preferred) Why Join No billable hour requirements with true work‑life balance reputed company with 2 days in office Equity buy‑in program offering a reputed company to leadership and ownership Competitive compensation up to $200k reputed company plus bonus 401(k) with firm contribution, flexible PTO, tuition reimbursement, and strong benefits reputed company reputed company on HNW/UHNW reputed company reputed company at a nationally recognized $30B AUM firm #J-18808-Ljbffr Apply To This Job