United States

Avantax® offers a tax-advantaged approach for comprehensive financial planning. Avantax technology, tax and wealth management insights are used by a network of approximately 3,600 independent Avantax Financial Professionals (as of June 30, 2021), to uncover and tailor opportunities across their clients’ financial lifecycles to help enable better long-term outcomes. Avantax is part of the wealth management segment of Blucora, Inc. (NASDAQ: BCOR), which had a collective $88 billion in total client assets as of June 30, 2021. Avantax is ranked 13th among independent broker-dealer firms, based on Avantax total revenue as of Dec. 31, 2020 (Source: Financial Planning magazine’s IBD Elite 2021, which ranked the top 46 independent broker-dealers based on annual revenue. Avantax reported total revenue of $546.2 million as of Dec. 31, 2020). Want to find out more about Avantax and our multiple affiliation models for Financial Professionals, tax pros and accounting firms?

Avantax Wealth Management

Anything not covered in the perk options already present

Unique Perk

Pet Friendly Workplace

What's the maximum donation amount matched?

Donation Match

How many dollars does your company contribute for each volunteered hour?

Volunteer Time Off

Referral Bonus

Employee Learning and development refers to the continued efforts of a company to boost the performance of its employees. Companies aim to train and develop employees by using an array of educational methods and programs.

Learning and Development

Employee Discount

Employee Credit

Tuition Reimbursement

An employee stock purchase plan (ESPP) is a company-run program in which participating employees can purchase company stock at a discounted price.

What percent of your base salary can you contribute?

What percent discount do you recieve off the stock?

Employee Stock Purchase Program (ESPP)

A 401(k) plan is a retirement savings plan offered by many American employers that has tax advantages to the saver. It is named after a section of the U.S. Internal Revenue Code.

What percent of contributions do they match? (E.g. 50 cents per dollar = 50%, dollar for dollar = 100%)

What percent of base salary do they match up till? (E.g. up till 6% of your base salary)

Alternatively, what dollar amount do they match up till?

401k

Roth 401k

Mega Backdoor Roth IRA

How much does your company contribute to your FSA?

Flexible Spending Account (FSA)

Student Loan Repayment Plan

How many months of employment wages does your company's severance agreement cover?

Does your company's severance agreement provided accelerated stock vesting

Severance

Housing stipends are tax-free allowances which means you benefit financially without having to pay taxes on extra wages.

Housing Stipend

On-Site Laundry

Adoption Assistance

Remote Work

Bereavement Leave

Surrogacy Assistance

4-Day Workweek

On-Site Tire Replacement

On-Site Car Wash / Detailing

Company Phones

Phone Bill Reimbursement

Relocation Bonus 

On-Site Employee Mall

Immigration Assistance

Fertility Assistance

Military Leave

Business Travel Insurance

Free Breakfast

Free Lunch

Free Dinner

Free Snacks

Free Drinks

Gym On-Site

Gym Discount

Gym / Wellness Reimbursement

On-Site Fitness Classes

On-Site Clinic

Health Insurance

On-Site Mother's Room

Gender Neutral Bathrooms

COVID-Related Benefits

Custom Work Station

Life Insurance

Dental Insurance

Vision Insurance

How much does your company contribute to your HSA?

Health Savings Account (HSA)

Pet Insurance

Disability Insurance

Accidental death and dismemberment (AD&D) Insurance

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Product Manager

Data Scientist

Avantax Wealth Management

Avantax Wealth Management Benefits