Role OverviewAs a fiduciary, fee-only wealth management firm, we deliver comprehensive advice that integrates investment management, financial planning, and advanced tax strategies to help clients achieve their goals. This role focuses on identifying strategic planning opportunities, solving complex tax challenges, and partnering with advisors to deliver sophisticated advice to high-net-worth clients.
What You Will Do
Serve as the firm's primary internal tax resource for advisors and staff, analyze individual, business, and trust tax returns, design proactive tax strategies, and coordinate with clients' CPAs, attorneys, and other professionals to ensure seamless execution of planning initiatives.
Why It Might Be a Fit
This role offers the opportunity to work alongside experienced professionals, contribute to an established tax planning function, and help further enhance the value we deliver to clients. You'll help clients navigate sophisticated planning opportunities, including Roth conversion strategies, capital gain and tax-loss planning, and charitable giving strategies.
Requirements
- Bachelor's degree in Accounting required
- CPA designation strongly preferred (EA considered)
- 5+ years of tax experience, ideally involving individual and closely held business returns
- High-net-worth tax planning experience preferred
Benefits
- Competitive base salary of $80,000 to $150,000, plus bonus opportunity based on experience and qualifications
- Medical, dental, and vision coverage starting on your first day
- 401(k) with employer contributions
- Health Savings Account (HSA) and Flexible Spending Account (FSA) options
- Generous paid time off
- Flexible work environment
- Ongoing professional development and continuing education opportunities
- Meaningful career growth within a growing, advisor-led firm
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