Tax Planning Advisor

This is a full-time position with the option to be based out of either our North Bennington or Saratoga Springs office.

The Opportunity

This is a newly created role designed to bring proactive, integrated tax planning inside the firm as a client-facing service offering.

You will not simply prepare returns — you will be a trusted advisor who helps clients make better financial decisions through a tax lens throughout the year. Tax preparation is part of the role, but planning is the heart of it.

You will join a firm that is growing steadily but intentionally, and values long-term relationships with clients and each other.

What You'll Do

Tax Planning (Primary Focus)

In collaboration with the client’s lead financial advisor, you will lead proactive, year-round tax planning conversations with clients — not just at filing time
Develop and model Roth conversion strategies, retirement distribution sequencing, and Social Security timing analysis
Advise clients on charitable giving strategies, including donor-advised funds, QCDs, and appreciated asset gifting
Provide guidance on trust, estate, and gift taxation, QBI deductions, and small business tax planning for business-owner clients
Prepare and present clear, client-friendly tax planning summaries and projections using our technology stack, including Money Guide Pro and Holistiplan.
Coordinate with the investment advisory team on tax-loss harvesting, asset location, and portfolio rebalancing decisions

Tax Preparation

Prepare individual federal and state income tax returns (1040), starting with approximately 50 returns and growing to ~150 over five years. This intentional client-to-advisor ratio is what allows the role to operate as a true planning practice rather than a production tax shop.
Manage filing deadlines, extensions, and correspondence with taxing authorities
Maintain accurate, organized client tax files and records

Collaboration & Client Relationship

Serve as the firm’s internal tax expert — a resource for advisors and clients alike
Build trusted relationships with clients as a core member of their advisory team
Coordinate with clients’ attorneys, accountants, and other outside professionals as needed
Participate in client review meetings and financial planning discussions where tax context adds value

Who You Are

CPA or EA credential required; CPA strongly preferred
5+ years of experience in tax planning and preparation, ideally with high-net-worth individual clients
Strong command of individual income taxation (1040) and familiarity with trust (1041), estate (706), and gift (709) tax returns
Experience in a financial planning or RIA environment is a meaningful plus
Able to translate complex tax concepts into plain-language conversations that clients understand
Detail-oriented and organized — you can manage multiple client deadlines
Collaborative by nature; you thrive in a team environment and bring a service mindset to everything
Familiar with professional tax preparation software (UltraTax, Drake, Lacerte, or equivalent)

Compensation

Base salary: $85,000 – $125,000, commensurate with experience and credentials
Performance bonus opportunity tied to tax planning growth and client satisfaction
Flexible and Remote Work: This position combines in-office and remote work. The firm offers generous flextime and work-from-home arrangements, including during tax season, to promote a solid work/life balance.

How to Apply

Please submit a resume and a brief cover letter describing your experience with tax planning for individual clients and what draws you to a career in a financial advisory firm. Include a specific tax planning strategy you’ve implemented for a client – one where the outcome mattered beyond just the return. We review every application personally.

Send applications to:

Mail
Williams Financial, LLC
Attn: James J. Williams
28 Clinton Street, Suite 102
Saratoga Springs, NY 12866

Email
[email protected]

Website
williamsfinancial.net