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Tax Planning Specialist HNW Clients | Remote

Remote / Online - Candidates ideally in
Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listing for: Empower
Remote/Work from Home position
Listed on 2025-12-31
Job specializations:
  • Finance & Banking
    Tax Advisor, Accounting & Finance
  • Accounting
    Tax Advisor, Accounting & Finance
Salary/Wage Range or Industry Benchmark: 98900 - 139700 USD Yearly USD 98900.00 139700.00 YEAR
Job Description & How to Apply Below
Position: Tax Planning Specialist for HNW Clients | Remote
A financial services company in Milwaukee is seeking a Tax Planning Specialist to assist clients in navigating their tax planning considerations. The ideal candidate will have an active CPA license and at least 4 years of high net worth experience. You will work collaboratively with internal specialists and directly support clients in making informed decisions.

This role offers a salary range of $98,900 to $139,700 annually and a comprehensive benefits package that emphasizes work-life balance.
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