Client Tax Preparer

We are always looking for people with character and integrity to join our team. We offer comprehensive mentorship and financial service training to the right candidates. If you are eager to help people achieve their life’s goals, passionate about your community, and want to work at a company with a strong, healthy work culture, we want to meet you.

Recognized as a Top Workplace for the last three consecutive years, Sage Spring Wealth Partners operates as a family. With over 40 wealth teams covering five states, our client-focused approach continues to help drive our growth across the country. We build our relationships through trust and with the heart of a teacher. We partner with clients in pursuit of financial independence and planning for the future.

We are redefining how to build, grow, enjoy, and transition a world-class financial planning practice.

We remove obstacles for financial advising teams and coach them to be excellent servant leaders and team builders who lead lives of significance.

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Includes Health Insurance, Dental, Vision, 401K, Life Insurance, Short-Term and Long-Term Disability, Paid Vacation and Holidays.

Join and grow in the #1 rated culture for mid-sized employers in Nashville (NBJ 2021) where you’ll actually look forward to Monday.

Our leadership embodies the definition of servant leaders and inspires an energetic, positive, fun, and highly supportive work environment in which our teams can flourish.

You will build some genuinely special relationships and bonds with our teamand partners.

Our motto is “Humble. Hungry. Smart.” and that’s exemplified from the top down.

Let us help you transform your career goals and educational accomplishments into opportunities and successes.

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Position:Client Tax Preparer

Location: Franklin, TN

Job :354-SHWT

# of Openings:1

JOB SUMMARY:
The Client Tax Preparer serves as an integral member of the wealth management team. This role partners closely with Financial Advisors and Client Services teams to integrate tax considerations into clients' broader wealth management strategies. Primarily, the role will focus on the preparation and filing of Federal tax returns for existing clients of the firm. The ideal candidate combines strong technical tax knowledge with the ability to communicate complex concepts clearly and collaborate effectively within a high-performing wealth management environment.

JOB DUTIES AND RESPONSIBILITIES:

Tax Preparation and Coordination

• Prepare and file accurate federal individual and business income tax returns (primarily Forms 1040 and related schedules) for wealth management clients.
• Review client tax documents for completeness and identify missing information before preparation.
• Communicate directly with clients to gather tax information, answer questions, and resolve discrepancies.
• Prepare projections and what-if analyses related to Roth conversions, capital gains, charitable giving, retirement distributions, and other planning opportunities.
• Coordinate with advisors on estimated tax payments, withholding strategies, and year-end tax planning.
• Maintain organized electronic tax files and documentation in accordance with firm policies and IRS standards.
• Respond to IRS and state tax notices and assist clients with routine correspondence and issue resolution.
• Provide proactive, year-round tax planning guidance as part of the firm's comprehensive wealth management process.
• Analyze the tax implications of investment, retirement,…