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Tax Planner
Robert W. Baird
Denver, CO, United States
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Job Description
Challenge your thinking and build an amazing career with the best people in the financial services industry! Baird’s Financial Advisors provide advice, strategies, and solutions to high-net worth individuals and families across the United States, serving as true partners. True wealth management goes beyond managing investments. At Baird, we understand it begins with learning all we can about what our clients want for themselves and their families. We work closely with them to prioritize their goals, utilizing Baird’s resources and expertise to create a tailored plan to ensure success as they’ve defined it. Our 1,700+ private wealth associates serve clients coast-to-coast from 90+ locations in 30 states. We have been recognized on Barron’s Top Wealth Management Firms for 10 consecutive years and hold over $200 billion in client assets. Check out this video to learn more about our Private Wealth Management business
As a Tax Planner you will:
Under limited supervision and on own initiative, provide tax planning expertise and support for Baird Financial Advisors and Regional Financial Planners. Duties include: collecting tax data from clients and prospects, reviewing client and prospects tax returns, identifying tax planning opportunities through the use firm standard tools, and assisting in presenting plan results. Also serve as a technical expert on a wide variety of tax planning issues. Must be able to work as part of a team that is geographically diverse, meaning you must support team initiatives while often working in a remote capacity. Strong verbal and written communication skills required. Activities and duties require a high level of organization and expertise. Must be able to serve as an advocate for the value of financial, estate and tax planning to Financial Advisors.
• Provide support in all aspects of the tax planning process to Financial Advisors (FAs) in Baird branches. This will primarily involve identifying tax planning opportunities, identifying tax planning opportunities using standard firm tools, but may often include participation in data gathering and/or plan presentation meetings. May also need to partner with clients external tax professional.
• Research clients or prospective clients tax matters and summarize conclusions and rationale. Research may span many tax facets of both corporate and individual tax and many different local, state, federal, and international tax
• Be able to answer intermediate-level to advanced tax and financial planning questions from clients. For more advanced questions, be able to research solutions and/or work with other department members or professionals to find an answer.
• Be able to interpret various tax planning documents, including account statements, annuity contracts, Social Security benefit estimates, life insurance policy documents, tax returns, etc.
• Help create and deliver written articles and presentations.
• Work with the rest of the Financial & Estate Planning department to develop standard deliverables and service tiers to ensure consistent support across the firm.
• Have an understanding of the products and services offered within a brokerage environment.
• Work with Business Development Consultants to promote to Financial Advisors the importance of tax planning in attracting and retaining clients.
What makes this opportunity great:
• Work/life balance
• Take an active role in defining and developing a new position
• Ability to work with a variety of teams and leaders, proving your ability to be flexible and highly adaptable
• Team of associates passionate about achieving great results for clients and give back to the communities where we live and work
What we look for:
• Bachelor’s Degree in Accounting or Master’s Degree in Taxation
• Minimum of five years previous tax planning experience required. Experience in the brokerage industry a plus. Experience with MoneyGuidePro a plus.
• CPA (Certified Public Account) required. Basic brokerage licenses (Series 7, 66) preferred, or must have the ability to earn such certifications within one year. Additional licenses (CFP, PFS, CIMA, CPWA etc.) a plus but not required.
• Strong computer skills, including working knowledge of Microsoft Office products. In particular, experience creating client analyses in Excel and PowerPoint from scratch.
• Position will require approximately 10-25% travel.
• Ability to balance multiple projects and work under strict deadlines
• Ability to develop comprehensive, customized estate planning reports and analysis using estate planning software.
• Ability to work independently on projects and effectively relate to others in order to accomplish work responsibilities and objectives.
• Strong writing and presenting skills.
• Ability to act as a team player, assisting others in the department when necessary, is mandatory.
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