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 8+ years' tax, estate, or financial planning experience; CPA, or CFP a plus
Relocation Assistance Available
Wealth Strategist, CPA
Reports to the Chief Wealth Strategist (JD/CPA). Multi-Family Office seeks candidate with UHNW tax experience to counsel clients (25mm+ client range) regarding comprehensive wealth planning. Opportunity for tax professional to train and transition to a wealth management career with well-established ...
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