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Job description
Job Description
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
Meet Your Recruiter
Tim Bramley
Worksite address
scottsdale, AZ, 85261, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.