Wealth Management Tax Senior

Hybrid role, Wealth Management company, Work/life balance, ESOP, Bonus, Employer paid benefits, Volunteer hours, and growth potential

This Jobot Consulting Job is hosted by: Dana Stewart
Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $75,000 - $92,000 per year

A bit about us:

Founded in the 1970's. Offering Investment Advisory, Wealth Management, endowments, fiduciaries, endowments, and wealth planning services to executives' business owners, and family. Grown to 630 Billion AUM.

Why join us?

Work-life balance during busy season
Growth and advancement
ESOP program
Yearly Bonus
Comprehensive health coverage (70% paid by employer) + employee wellness platform
401(k) program with a 5% employer match + financial planning
Generous PTO
18 hours of Volunteer hours per year

Job Details

Work with team members to provide high net worth families, individuals, and their related entities with tax compliance, tax consulting, and wealth management services. The position is responsible for adding to the team's efforts in all client activities including tax planning, compliance, and executing all tax projects effectively. This position will also develop tax planning techniques for clients and make general recommendations for additional services where appropriate. Primary responsibilities may include the following, among others:

Responsibilities
Meets and corresponds with clients and potential clients regularly
Meets and corresponds with other advisors including attorneys, CPAs, and other professionals to collaborate on servicing shared clients
Assists with annual tax returns preparation and reviews for individuals, trust, and business entities using tax software; this may include reviewing prepared returns or preparing returns for review
Research and analyze tax related compliance and planning questions utilizing available research tools
Maintaining and updating client files and records as appropriate
Builds internal network to enhance efficiency of the team and promote tax service offering
Add value to internal meetings by actively engaging in and being prepared for rigorous discussions centered around tax process, tax preparation issues and other matters that impact the effectiveness and efficiency of the tax team
Effectively communicating with colleagues and superiors on project status, open items, and assistance needed
Based on business need, ability to travel for occasional on-site meetings and collaboration
Technology focused with opportunities to assist in developing and improving tax processes

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.