Junior tax Planner

Job Description

Job Description

About the Role

A growing tax and wealth advisory firm is seeking motivated, client-focused Junior Tax Planners with strong interpersonal and consultative skills. This is an excellent opportunity for early-career professionals who combine technical tax expertise with a passion for relationship-building and client service.

In this role, you’ll support senior tax professionals in managing client relationships, assisting with tax preparation, and implementing strategic planning solutions. Over time, you’ll take on greater responsibility for client interactions, participate in business development, and contribute to the delivery of integrated tax and wealth strategies.

This position offers a clear path for career growth — ideal for candidates who are energized by both tax planning and long-term client engagement.

Key Responsibilities

• Participate in client tax planning meetings, with a focus on relationship management and follow-up.
• Assist senior planners in transitioning client accounts while building trust and rapport.
• Help implement tax strategies that align with clients’ broader financial goals.
• Prepare and review tax returns and filings in compliance with federal, state, and local regulations.
• Conduct tax research and stay current on compliance requirements and best practices.
• Collaborate with tax leadership and financial advisors to deliver integrated solutions.
• Contribute to business development efforts, including lead nurturing and closing support.
• Identify opportunities to expand services and enhance client value.

Qualifications

• 2+ years of professional tax experience, ideally in a CPA firm or financial services setting.
• Enrolled Agent (EA) designation or CPA eligibility preferred.
• Demonstrated client-facing experience with strong communication and presentation skills.
• Sales aptitude — ability to build rapport, understand client needs, and convey value clearly.
• Stable employment history (ideally 2+ years with a prior firm).
• Highly organized with strong attention to detail.
• Bonus: Experience in financial services sales or working in firms offering integrated tax and wealth planning.

Compensation & Benefits

• Competitive base salary ($55,000–$65,000)
• Incentive opportunities tied to client growth and revenue
• Higher compensation potential for candidates with integrated planning or business development experience
• Full benefits package, including health, dental, and professional development support

Company Description

About Pinnacle
The Pinnacle Groups work hard to pair top talent with great companies. We truly care about your success and your future, which is why we take the time to truly get to know both the employer and employee to make sure it’s a good match. We’re not just filling a seat, we’re building futures. Our service separates us from other staffing firms and has landed us on the Inc. 5000 fastest growing companies list. We currently build futures in Kansas City, Topeka, Wichita, Des Moines, Denver, Omaha, Dallas-Fort Worth, Phoenix, Tucson, Orlando, Jackson, MS and Las Vegas markets.

EOE: Pinnacle provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Company Description

About Pinnacle\r\nThe Pinnacle Groups work hard to pair top talent with great companies. We truly care about your success and your future, which is why we take the time to truly get to know both the employer and employee to make sure it’s a good match. We’re not just filling a seat, we’re building futures. Our service separates us from other staffing firms and has landed us on the Inc. 5000 fastest growing companies list. We currently build futures in Kansas City, Topeka, Wichita, Des Moines, Denver, Omaha, Dallas-Fort Worth, Phoenix, Tucson, Orlando, Jackson, MS and Las Vegas markets.\r\n\r\nEOE: Pinnacle provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.