Wealth & Tax Advisor

Help gather financial information and prepare net worth, cash flow, investment planning, investment policy statements, and other tools for wealth planning engagements. Must be a self-starting individual who takes responsibility for his/her work and actively sees projects through to successful conclusions while maintaining a high level of communication with team members.

Wealth & Tax Advisor

The Opportunity

Family Office is looking for an experienced wealth & tax advisor to join our team. This role will be responsible for taking ownership of all aspects of the client engagement; interacting with clients, delegating and reviewing work, and completing follow-up items. You will engage with families on all services – Investment Management, Wealth Planning & Coordination, Tax Planning & Compliance, and Personal CFO Support.

 

The Expectations

• Assess client’s overall financial picture, understand their needs, and develop a solid financial plan
• Help gather financial information and prepare net worth, cash flow, investment planning, investment policy statements, and other tools for wealth planning engagements
• Prepare and review long-term capital sufficiency analyses based on personal financial goals, current financial data, tax rates, inflation rates, and investment assumptions
• Prepare, review, and complete individual, trust, partnership, and corporate tax returns

 

The Qualifications

• 5+ years of prior experience with taxes, investments, or as an accountant, financial planner, or tax preparer
• In-depth knowledge of tax or investments
• Accuracy, attention to detail, and the ability to explain complex information clearly and simply
• Must be a self-starting individual who takes responsibility for his/her work and actively sees projects through to successful conclusions while maintaining a high level of communication with team members
• Desire/ability to work successfully in a small company team environment where it is expected that you will wear many hats with varied responsibilities
• Proficiency in Microsoft Suite (Excel, Word, PowerPoint, Outlook) and ability to operate CRM and other systems
• Bachelor’s degree in accounting, finance, or related field
• CFA, CPA, or CFP required

 

The Benefits

• Competitive salary and annual performance-based bonus
• Flexible work arrangements
• Unlimited PTO and 10 paid holidays per year
• Medical, dental, and vision health plans with generous employer contribution
• Supplemented health savings account (HSA)
• Short and Long-term disability coverage paid for by employer
• Flexible 401(k) retirement benefits with employer contributions
• Opportunity for advancement based on performance, personal growth, and cultural fit
• Work with a team-oriented culture that supports continuing education and career growth
• Strong support for volunteer, community and/or industry involvement