Top 1616 Estate Planner Jobs

Tax Planner Associate
Pure Financial Advisors, LLC —San Diego, CA
- $70,000 - $80,000 a year
- Full-time
- Hybrid work
- CPA
- Research
- Mid-level
- Health savings account
- AD&D insurance
Quick Apply
Estate Planning Attorney
KMA Law Office, Inc. —Severna Park, MD
- $80,000 - $120,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Management
- Health insurance
- Dental insurance
Quick Apply
Wealth Strategist
HM Payson —Portland, ME
- Email
- Microsoft PowerPoint
- Microsoft Word
- Background check
- Health savings account
- Health insurance
Quick Apply
Certified Financial Planner Professional
Galecki Financial Management —Fort Wayne, IN
- From $100,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health savings account
- Paid holidays
Quick Apply
Sr. Associate Attorney - Land Use & Zoning
Everforth —Newark, NJ
- $210,000 - $230,000 a year
- Full-time
- Presentation skills
- US work authorization
- Organizational skills
- Health insurance
- Dental insurance
Quick Apply
Financial Planner - CPA and CFP/PFS
Aurelius Family Office —Bedford, NH
- Full-time
- 7 years
- CPA
- Research
- Health insurance
- Dental insurance
Quick Apply
10d
Mortgage Consultant
Highland Bank —Saint Paul, MN
- $50,000 - $70,000 a year
- Full-time
- Mid-level
- 3 years
- In-person
- Health savings account
- AD&D insurance
9h
Land Planner
CPM, Inc. —Menomonee Falls, WI
- $59,000 - $74,000 a year
- Hybrid work
- Civil engineering
- Mid-level
- Office
- Paid parental leave
- Paid holidays
Quick Apply
Permitting & Entitlement Manager
Legacy Homes —Hickory, NC
- $60,000 - $80,000 a year
- Full-time
- Google Workspace
- Management
- Residential
- Paid time off
Quick Apply
Tax Manager (Private Wealth Management)
The Bahnsen Group LLC —Minnetonka, MN
- $120,000 - $160,000 a year
- Full-time
- Microsoft Excel
- CPA
- 5 years
- Health insurance
- Dental insurance
Quick Apply
6d
Transactional Attorney
Virtus Law PLLC —Brooklyn Park, MN
- $70,000 - $150,000 a year
- 8 hour shift
- Doctoral degree
- Mid-level
- Microsoft Office
- Health insurance
- 401(k)
Quick Apply
Associate Planner
City of Ojai —Ojai, CA
- $43.81 - $53.26 an hour
- Full-time
- Management
- Mid-level
- Office
- AD&D insurance
- Paid holidays
Quick Apply
2d
Facilities Project Leader
ASML —Wilton, CT
- Full-time
- CAD
- Engineering
- Mid-level
9d
Staff Financial Planner
Mayo Clinic —Rochester, MN
- $141,024.00 - $204,526.40 a year
- Full-time
- Hybrid work
- 6 years
- CPA
- Research
- Health savings account
- Health insurance
4d
Entitlements Manager
NW Recruiting Partners —Bellevue, WA
- $120,000 - $140,000 a year
- Full-time
- Civil engineering
- Engineering
- Mid-level
- Employee stock purchase plan
- Paid holidays
Quick Apply
Marketing Director
Bellgrade Estates Senior Living —Midlothian, VA
- $65,000 - $70,000 a year
- Online Application
- Computer literacy
- Mid-level
- 16+ years old
- Health insurance
- Dental insurance
Quick Apply
8d
Senior Scheduler
Suffolk Construction Company, Inc. —New Haven, CT
- $175,000 - $225,000 a year
- Full-time
- 6 years
- Construction site
- Customer service
- Commuter assistance
- Fuel card
Financial Sales Associate
Center for Wealth Preservation a MassMutual Firm —Syosset, NY
- Email
- Hybrid work
- Background check
- Sales
- US work authorization
- Health savings account
- Health insurance
Quick Apply
Senior Financial Planner
Tompkins Financial Advisors —Ithaca, NY
- $110,000 - $135,000 a year
- Full-time
- CPA
- 5 years
- Research
- Free parking
- Profit sharing
6d
Sales Consultant
Scan Design of Florida —Naples, FL
- Weekends as needed
- Background check
- Merchandising
- Pass drug screening
Quick Apply

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Tax Planner Associate

Pure Financial Advisors, LLC
San Diego, CA

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Job Details

Full-time
$70,000 - $80,000 a year

Benefits

Health savings account
AD&D insurance
Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Vision insurance
401(k) matching
Professional development assistance
Life insurance
Referral program

Qualifications

Financial planning
Wealth management
Research
Bloomberg
Bachelor's degree
Forecasting

Full Job Description

Pure Financial Advisors, LLC is a fee-only registered investment advisor (RIA) located in San Diego, CA. We are seeking an experienced tax professional to join the Tax Planning department in our San Diego office.

This position’s primary focus will be to review tax returns and prepare tax projections as part of our comprehensive financial planning process for clients.

This position will also interact with our Planning Department and Financial Advisors.

Responsibilities:

· Review and understand tax documents, related tax information, and applicable financial planning data with an ability to identify anomalies, errors, and opportunities.

· Analyze data & provide projections of future tax outcomes based on current financial information and tax-optimized recommendations for active and prospective clients.

· Research tax information and pending legislation and translate it to understandable, actionable information for relevant departments and clients.

· Ensure that all workload and responses are completed in a timely fashion.

· Follow-up with Planners and Advisors as needed to ensure that necessary data inputs are clear and complete.

· Draft written explanations of tax information directed to clients.

· Participate in internal tax-related meetings/training, as needed.

Qualifications:

· Bachelor’s degree preferred. JD, EA, CFP, CPA or similar is helpful.

· Recent experience in the individual income tax industry

· Basic understanding of individual income tax returns is required. Additionally, expertise in at least one additional area: pass-through entities, trusts & estates, plan administration, multi-state, or foreign reporting requirements is preferred.

· Familiarity with retirement plan types and retirement and investment planning concepts is preferred.

· Excellent written and verbal communication skills are required.

· Ability to think logically and strategically is required.

Salary & Benefits:

· This is a full-time, non-exempt position.

· Salary Range: $70,000-80,000 DOE

· Benefit package includes health (medical, dental, and vision insurance), FSA and/or HSA plans, group and voluntary life/accidental death & dismemberment (AD&D) insurance, long-term disability insurance (LTD), a 401(k) plan with an enhanced employer match, including pre-tax, Roth and after-tax contributions, as well as generous holiday and paid time off policies. Hybrid/Remote considered.

Pay: $70,000.00 - $80,000.00 per year

Benefits:

401(k)
Dental insurance
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Professional development assistance
Referral program
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

Estate Planner jobs

Tax Planner Associate

Estate Planning Attorney

Wealth Strategist

Certified Financial Planner Professional

Sr. Associate Attorney - Land Use & Zoning

Financial Planner - CPA and CFP/PFS

Mortgage Consultant

Land Planner

Permitting & Entitlement Manager

Tax Manager (Private Wealth Management)

Transactional Attorney

Associate Planner

Facilities Project Leader

Staff Financial Planner

Entitlements Manager

Marketing Director

Senior Scheduler

Financial Sales Associate

Senior Financial Planner

Sales Consultant

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