Tax Planning Associate
Guerra Wealth Advisors is seeking a detail-oriented and proactive Tax Planning Associate specializing in personal and business tax strategies. This role focuses on creating comprehensive tax plans that align with our clients' financial goals. The ideal candidate will have extensive knowledge in tax law, tax-saving strategies, and tax compliance for individuals and businesses. Tax preparation documentation will not be required. As a boutique firm, we offer the personalized attention of a smaller company while being backed by the resources and stability of a large institution. Our commitment to your professional development sets us apart, as we actively sponsor certifications and foster a culture of continuous learning, empowering you to elevate your financial knowledge to new levels.
Offering a competitive pay range from $90,000 to $130,000 annually!
If these qualities reflect you and your ambitions, join us today by applying here!
Objectives and Responsibilities
- Implement strategies such as Roth conversions, capital gains tax planning, and tax loss harvesting to minimize tax liabilities.
- Advise clients on charitable giving, healthcare tax deduction plans, and maximizing standard deductions.
- Guide clients in shifting assets to tax-favored accounts (tax-deferred, taxable, tax-free).
- Offer advanced strategies for real estate transactions, rental property depreciation, business sales, and structuring employer retirement accounts for tax benefits.
- Implement strategies like Backdoor Roths, 401(k) NUA tax reduction plans, and reasonable compensation analysis for business owners.
- Provide expertise in complex tax strategies such as QBI deduction, §179 deductions, home office deductions, and employing family members for tax advantages, tax loss harvesting, and 1031 exchanges..
- Ensure adherence to federal, state, and local tax regulations and reviewing tax documents.
- Provide ongoing tax guidance and proactive planning for mid/high-net-worth individuals ($1M+), business owners, and families, including succession planning.
Experience
- Years of Experience: 5+ years of experience in tax planning or accounting, with a focus on personal and business taxes.
- Education: Bachelor's degree in Accounting, Finance, or related field (Masters Degree preferred).
- Licenses: Tax Professional Certifications required (Certified Public Accountant (CPA) and Enrolled Agent (EA) preferred.
- Technical Skills: Proficiency in learning tax planning softwares and advanced Excel skills
- Languages: Bilingual in English and Spanish required.
- Client-facing Experience: Strong communication and interpersonal skills to advise clients directly.
- Attention to detail and accuracy
- Excellent interpersonal skills with the ability to establish rapport and trust with clients
- Must be a go-getter, team-player, and hungry for knowledge and growth!
- Tech-savvy with the ability and willingness to learn new systems, softwares and processes
Benefits
- Competitive salary
- Uncapped commission structure + bonuses
- Completion bonuses for relevant licenses/certifications
- Sponsored industry travel and in-person training
- PTO: 20+ days
- 401K or Roth matching plan
- Health insurance reimbursement
- Access to personal financial planning
- Growth and development!
About Guerra Wealth Advisors
Guerra Wealth Advisors is a leading Retirement Planning Firm, driven by a mission to help get our clients to the point where work becomes an option and not an obligation. We achieve this by maximizing returns, minimizing taxes, and protecting our client's legacy. With over 38 years helping our community already, our vision is to become the most trusted and reputable firm in the country.
Guided by our core values, we believe in constant learning and self-improvement. Communication is also crucial as we value words spoken with respect, professionalism, and in alignment with the company’s goals. Our commitment to unity is reflected in our "All for one, one for all" core value, fostering a culture of mutual support and responsibility within a dedicated team. Here at Guerra Wealth Advisors, we value ownership, accountability, and unwavering integrity, always striving to do the right thing for our team, company, and clients.