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.
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