Tax Planning Specialist

Tax Planning Specialist

Recruiting Partner: Pathway Talent Partners
Location: Eau Claire, WI
Compensation: $160,000–$200,000 base salary + bonus

Pathway Talent Partners is recruiting a Tax Planning Specialist on behalf of a well‑established, independent wealth management firm with a national client base. The firm has a multi‑decade history of delivering integrated wealth management, consulting, and planning services to high‑net‑worth individuals, families, business owners, retirement plans, and foundations.

The Tax Planning Specialist plays a critical role in supporting advisors and clients by developing and coordinating sophisticated tax‑efficient strategies across income, estate, and business planning. This role is ideal for a tax‑focused professional who enjoys technical analysis, planning strategy, collaboration, and client education—without preparing tax returns or providing legal or tax advice.

Note: This position does not involve the practice of law or public accounting. The firm is not a law firm or CPA firm and does not provide legal or tax advice.

The Tax Planning Specialist partners closely with Wealth Advisors to help clients understand tax planning opportunities and implications related to income, estate, gifting, trust, and business planning. The role supports proactive, forward‑looking tax strategies and helps clients coordinate planning with their external CPAs and legal advisors.

Internally, this position serves as a subject‑matter resource for tax‑related planning considerations, including entity structures, investment tax efficiency, trust and estate tax exposure, and transitions following liquidity events. The role blends technical tax expertise with client‑facing communication and cross‑functional collaboration to ensure planning strategies are aligned with overall wealth goals.

• Educate clients on basic and advanced tax planning concepts and strategies
• Partner with clients’ CPAs and attorneys to support coordinated tax‑efficient planning
• Provide guidance on tax considerations related to trusts, estates, charitable planning, and wealth transfer
• Support tax planning related to business ownership, liquidity events, and succession planning

• Review and analyze tax returns, planning summaries, and related financial documents
• Identify tax planning strategies that may help clients reduce tax exposure and improve after‑tax outcomes
• Conduct research on income, estate, gift, and business tax topics and prepare written summaries and updates
• Evaluate tax implications of investment, entity, and distribution strategies

• Serve as an internal resource on tax planning topics including entity structures, trust taxation, and investment tax efficiency
• Support advisors and client service teams with tax‑related planning questions and client requests