Tax Advisor

Job Description

Collaborate closely with Partner Teams and fellow Advisors, tackling unique and complex client situations. From investment strategies to retirement planning, education savings to tax and estate planning, your expertise will make a difference. Lead client meetings, guiding them through financial action plans and annual reviews. Every interaction will be an opportunity to make a meaningful impact.

Essential Responsibilities

Work closely with the Partner teams and serve as subject matter expert to the firm on all aspects of Family CFO business

Keep Partner informed on team and client issues

Lead client meetings including first interviews, confidential fact-finding, financial action plans, implementation meetings, and reviews

Prepare and/or review financial action plans and projections put together by team members

Facilitate services for client including investment management, retirement planning, education planning, tax and accounting services, insurance planning, banking and cash management, business planning, estate planning, and philanthropic strategies

Develop and source new business with prospect and referral pipeline

Participate in testing new technologies for the firm and apply complex testing skills utilizing financial planning expertise

Help to lead firm and team in strategic planning discussions and execute vision

Assist team to enhance training and deliver absorbable reporting to the client

Teach systems knowledge and efficiency within Moneta University learning management platform

Collaborate with the Partner to carry out marketing and business development opportunities

Participate in Moneta Executive Mentorship program as well as provides coaching, mentoring, and training to team members

Conduct annual performance appraisals for direct reports

Assist in interviewing and hiring of team members

Champion team vision and lead by example

Travel as necessary to meet with clients

Commitment to ongoing education to remain an authority in family CFO matters