Wealth Strategist, CPA

Job Description

Job Description

Multi-Family Office seeks candidate with UHNW tax experience to counsel clients (25mm+ client range) regarding comprehensive wealth planning. No tax compliance / billable hours / sales!

• Opportunity for tax professional to train and transition to a wealth management career with well-established firm
• Learn all aspects of wealth planning for UHNW clients
• Reports to the Chief Wealth Strategist (JD / CPA)
• Manage client engagements with the goal of developing complex wealth planning solutions and strategies
• Emphasis on high-touch client service
• Extensive opportunity to take on new responsibilities and advance within the organization
• No tax compliance, no selling, no busy seasons; Excellent work / life balance
• Requires 12+ years' tax, estate, or financial planning experience; CPA, or CFP a plus

~Relocation Assistance Available~