Wealth Planning Tax Strategist

U.S. Capital Wealth (“USCW”) is an independent full-platform wealth management firm headquartered in Houston, Texas, managing approximately $11 billion in AUM/A across over 5,500 clients and 60+ financial advisors. USCW has a strong footprint in Texas across Houston, Austin, Dallas, and Georgetown, as well as offices in New York City and Massachusetts. USCW is majority owned by Arax Investment Partners (“Arax”), a premier wealth management platform company backed by RedBird Capital Partners (“RedBird”). USCW’s mission is to combine the deep experience and expertise of its financial advisor teams with the significant breadth and depth of its investment strategies and solutions to deliver an exceptional client experience. Position Description Title: Wealth Planning & Tax Strategist Reports to: Branch Office Manager Classification: Full-time, non-exempt Position Summary The role of Wealth Planning Tax Strategist is a client-facing member of the Wealth Management team responsible for delivering tax planning, financial planning, and wealth strategy solutions for clients. This role partners closely with Financial Advisors to identify opportunities, develop recommendations, and enhance the overall client experience. Key Responsibilities Collaborate with Financial Advisors to provide comprehensive tax and financial planning strategies. Participate in client meetings and serve as a trusted planning resource. Analyze client financial situations and develop customized planning recommendations. Identify tax-efficient strategies related to investments, retirement, estate planning, and wealth transfer. Coordinate with clients’ accountants, attorneys, and other professional advisors. Support ongoing client service, plan implementation, and business development efforts. Utilize and become proficient in financial planning and wealth management technology platforms. Qualifications Bachelor’s degree in Accounting, Finance, Financial Planning, or related field. 3+ years of experience in tax planning, financial planning, wealth management, or public accounting. Strong understanding of individual tax planning and wealth management concepts. Excellent communication and presentation skills with the ability to work directly with clients. Strong analytical, organizational, and problem-solving abilities. Must obtain FINRA Series 7 and Series 66 licenses within a specified timeframe after hire. Experience with Microsoft Office Suite, particularly Excel. Strong technology aptitude and willingness to become proficient in financial planning software and other wealth management technology platforms. Preferred Qualifications Experience working with high-net-worth individuals and families. Knowledge of estate planning, retirement planning, and business succession strategies. Salary and Benefits Salary will be based on experience Benefits include medical, dental, vision, life, disability and 401(k) (benefits subject to change) Paid time off Partial and/or full financial support for professional accreditation/continuing education requirements #J-18808-Ljbffr U.S. Capital Wealth