Tax & Financial Planning Specialist
Listed on 2026-05-24
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Finance & Banking
Financial Consultant, Accounting & Finance, Financial Analyst
Unique and Exciting Opportunity for a Tax & Financial Planning Expert
New England Private Wealth Advisors, LLC (NEPWA) is a rapidly growing, well‑established registered investment advisor with over $5 billion in assets under management as of December 31, 2025. We are seeking an experienced Tax & Financial Planning Specialist to join our team and play a key role in delivering exceptional service to high and ultra‑high‑net‑worth clients. This is an opportunity to advance your career within a collaborative, planning‑focused firm that prioritizes deep client relationships and long‑term outcomes.
Flexible,open architecture investment solutions including alternatives and strategies for tax optimization.
We provide a full suite of investment, administrative, compliance, and wealth planning resources—including tax, estate, and philanthropic strategies—empowering advisors to deliver exceptional service. Our investment approach is flexible and open architecture, including a wide range of traditional and alternative solutions as well as tax optimization strategies.
About Us- Fee‑based RIA serving clients with $2M+ in liquid, investable assets
- Clients located nationwide, with a strong presence in New England
- Emphasis on collaborative team culture, high‑touch service, and fiduciary care
- Primary Custodians:
Charles Schwab and Fidelity Investments
We are seeking a highly motivated and detail‑oriented Tax & Financial Planning Specialist to join our team. This role is ideal for a professional with a strong foundation in tax strategy and financial planning, coupled with experience working with high‑net‑worth clients or within a wealth management environment.
The successful candidate will play a key role in developing integrated financial plans, identifying tax optimization opportunities, and supporting clients in achieving their long‑term financial objectives.
Key Responsibilities- Develop and implement comprehensive financial plans that incorporate tax‑efficient strategies
- Provide proactive tax planning for individuals, families, and closely held businesses
- Collaborate with advisors to align investment, estate, and retirement strategies with tax considerations
- Analyze client financial data and tax returns to identify planning opportunities and risks
- Prepare or review tax projections and scenario analyses
- Stay current on tax laws and regulatory changes and communicate implications to clients and internal teams
- Support client meetings by presenting insights and planning recommendations
- Partner with external professionals (CPAs, attorneys) as needed
- Assist in maintaining documentation, compliance, and best practices
- Bachelor’s degree in Accounting, Finance, or related field
- 5+ years of experience in tax planning, financial planning, or a related role
- Strong understanding of individual and business taxation
- Experience working with financial plans, projections, and tax strategies
- Excellent analytical, problem‑solving, and communication skills
- Experience in wealth management, family office, or advisory environment
- Familiarity with high‑net‑worth client planning
- CFP or interest in pursuing CFP designation is a plus
- Experience with financial planning and tax software tools e.g. Bloomberg Tax, Money Guide
- Strategic thinking with a tax‑aware mindset
- Attention to detail and accuracy
- Client‑centric approach
- Ability to simplify complex financial concepts
- Strong collaboration and interpersonal skills
- Please submit your resume to
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