Search Jobs
Regal Executive Search
https://cdn.haleymarketing.com/templates/61827/logos/regalexecutivesearch-hml.png
http://www.regalexecutivesearch.com
http://www.regalexecutivesearch.com
true
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
The Qualifications
The Benefits
Wealth & Tax Advisor
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
Share This Job:
Related Jobs:
Login to save this search and get notified of similar positions.About Scottsdale, AZ
Ready to embark on a career adventure in Scottsdale, Arizona? This vibrant city nestled in the heart of Maricopa County offers a perfect blend of desert landscapes, world-class resorts, and a thriving arts scene, promising endless growth opportunities for job seekers. From exploring the iconic Camelback Mountain to indulging in Southwestern cuisine at local favorites like The Mission, Scottsdale is a place where career aspirations and quality of life harmoniously coexist. With nearby attractions like the Scottsdale Museum of Contemporary Art, Taliesin West, and the Scottsdale Stadium - home to the San Francisco Giants during spring training - there is no shortage of unique experiences waiting to be discovered. Dive into our job listings today and unlock your full potential in this dynamic and enchanting city!