New

Senior Tax Planner

Vaco
$160,000.00 - $200,000.00 / yr
United States, New York, New York
Mar 20, 2026
Company: SaaS/AI Company Role: Senior Tax Planner Salary: $160,000 - $200,000/annually Location: New York City (on-site 5 days a week) About the role: Our client, an AI?driven financial services company, is seeking a Senior Tax Planner with deep expertise in individual taxation-ideally with experience serving HNW clients. The ideal candidate holds a CPA, MST, or EA and enjoys applying advanced tax strategy in a modern, tech?forward environment. This position involves forward?looking planning, oversight of complex filings, and close collaboration with financial planners to guide clients through sophisticated financial decisions. Responsibilities: Complete and file income tax returns for individuals (Federal and State) and conduce tax research. Prepare forward?looking tax projections to help clients anticipate future obligations, model alternative scenarios, and flag withholding issues before they become problems. Guide clients on estimated payments, safe?harbor requirements, and year?round planning opportunities. Design individualized tax strategies across retirement planning, charitable giving, education funding, equity compensation, AMT exposure, real?estate investments, multistate issues, international considerations, and estate?related topics. Work closely with financial planning team to ensure recommendations align with broader household goals. Lead the review of personal tax filings, validating accuracy, identifying compliance risks, preparing documentation, and submitting returns. Assemble responses and support clients through the process. Improving workflows with external preparers will be part of your remit as well. Requirements: CPA, MST, EA, or equivalent advanced tax expertise. 7+ years focused on individual tax planning and tax return review. HNW or UHNW individuals highly preferred. Strong command of federal, state, local, and estate?related tax rules, including exposure to passive activities and complex investment situations. Comfort using planning software and willingness to adapt to new tools. Ability to clearly explain nuanced concepts to people without tax backgrounds. Accuracy, organization, and a collaborative working style. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply. EEO Notice Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law. Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact HR@vaco.com . Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal. By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal. Privacy Notice Vaco by Highspring and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") respects your privacy and are committed to providing transparent notice of our policies. California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here. Virginia residents may access our state specific policies here. Residents of all other states may access our policies here. Canadian residents may access our policies in English here and in French here. Residents of countries governed by GDPR may access our policies here. Pay Transparency Notice Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual's skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.