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Tax Planner buy in US, Free Classifieds Ads

About The Role
As a SoFi Wealth's first Tax Planner you will be SoFi's resident subject matter expert on all things personal tax related. This will entail using your professional expertise to develop SoFi's tax content, expertise, products, and advice approach, while periodically working directly with our clients to help optimize their tax planning and situation, as well as supporting our Financial Planners in answering members' more basic tax related questions.
This hybrid role will give you a chance to contribute to the financial lives of individual members while helping create products and content that will impact thousands. You will be an important contributor to our customer experience; showcasing the company and helping Members improve their financial lives.
Additionally, you will be a subject matter expert helping SoFi continue to evolve and refine how we engage Members tax topics across both digital and client facing platforms.
By joining SoFi, you're joining a new kind of finance company based around speed, transparency, and alignment with our members' interests. Our goal is to be the center of our members' financial lives. We created student loan refinancing, addressing the biggest financial challenge this new generation has through a new approach to lending. We expanded into other types of loans, and then into insurance and wealth management with similarly inventive products. As the company has grown, we've been able to help more people with these tools.
SoFi has achieved significant growth, with big plans ahead. In just the last year, we've more than doubled our member base (400,000 strong), hit a huge milestone of loaning $25B to our members, and grown our team from under 200 people to more than 1,250. We're preparing to go global, with expansion to Australia and Canada planned this year. And we're well capitalized to power all this growth, having raised $1.9 billion in equity backing. But we'll only be able to continue this growth with great talent, and that includes you.
Responsibilities
Be SoFi Wealth's subject matter expert on all matters related to personal taxes
Lead the development of SoFi's tax advice and tax planning logic and approach
Directly advise members on their tax planning and tax optimization decisions
Help members develop tax planning strategies appropriate for their financial needs
Support SoFi Financial Planners in advising our members on tax-related issues and questions
Develop tax related content and respond to tax-related questions on SoFi Social Media
Periodically present at SoFi Community events as tax subject matter expert, engaging with Members in person
Partner with product organization to develop tax-related products and include tax-related advice in self-directed advice channels
Work with investment team to help understand tax implications of investment products and decisions (e.g., tax loss harvesting, impact of withdrawals)
This role will develop and participant in internal professional development training opportunities and external continuing education opportunities.
Qualifications
Bachelor's degree required, preferably financial services related
CPA? licensed
CFP? licensed preferred
Minimum of 3+ years of professional work experience in delivering financial and planning advice to customers
Masters in Tax preferred
Benefits
Lunch, a fully stocked kitchen, and subsidized gym membership.
Competitive salary packages and bonuses.
A flexible vacation policy allows you to truly relax and reboot.
Comprehensive health, vision, dental, and life insurance as well as disability benefits.
100% of health, vision, and dental premiums paid by SoFI for employees and their dependents.
401(k) and education on retirement planning.
Tuition reimbursement on approved programs, up to $5,250 a year.
Monthly contribution to help you pay off your student loans.
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