Tax Planning Consultant (Contract / Project-Based)

Posted today

altfest personal wealth managementBrooklyn (NY)

Tax Preparers Tax Preparation Services

SENIORITY

Senior

SALARY

$50 an hour

Apply

About the role

We are seeking an experienced Tax Planning Consultant to support our annual tax planning initiative on a project basis. This individual will work closely with financial advisors, planners, and client service teams to develop and deliver comprehensive tax planning analyses. The ideal candidate will possess both CPA and CFP® certifications, have a strong understanding of advanced income tax strategies, retirement planning, estate planning, and wealth management concepts.

Key Responsibilities: Analyze client tax returns and financial planning data to identify tax-saving opportunities. Develop customized annual tax planning recommendations. Collaborate with financial advisors to integrate tax strategies into broader financial plans. Prepare written tax planning summaries and deliverables for advisors and clients. Review planning recommendations for technical accuracy and compliance with applicable tax regulations. Participate in advisor meetings as a subject matter expert when appropriate. Stay informed on federal, state, and local tax law changes impacting affluent clients.

Required Qualifications:

Active CPA license in good standing.
Active CFP® certification.
Minimum 5-7 years of experience in tax planning, wealth management, public accounting, or a family office environment.
Advanced knowledge of:
Individual income taxation
Retirement planning
Estate and gift tax planning
Trust taxation
Executive compensation and equity compensation planning
Strong analytical and problem-solving skills.
Excellent written communication and presentation abilities.
Ability to work independently and manage multiple client analyses simultaneously.

Compensation: Starting at $50 an hour. This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. Altfest Personal Wealth Management is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, disability status, protected veteran status or any other characteristic protected by law.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.