Vice President, Tax - Wealth Management

Job DetailExperience Level DirectorDegree Type Bachelor of Science (BS)Employment Full TimeWorking Type HybridJob Reference 0000019028Salary Type AnnuallyIndustry Wealth ManagementSelling Points Elevate your career by leading impactful tax strategies for ultra-high-net-worth clients. Enjoy competitive compensation, comprehensive benefits, and professional growth opportunities. Collaborate with industry experts in a dynamic, hybrid work environment.Job DescriptionVice President, Tax – Wealth Management OverviewLead tax planning initiatives for ultra-high-net-worth clients, ensuring comprehensive and coordinated wealth management strategies.Collaborate with internal advisors to deliver tailored financial planning solutions across diverse domains.Develop and maintain relationships with external advisors to enhance service offerings and client satisfaction.Provide mentorship and training to internal teams on advanced tax concepts and best practices.Create educational materials and presentations to support client and internal development initiatives.Ensure delivery of high-quality, consistent planning advice across the organization.Engage in strategic discussions to address complex financial and risk management matters.Contribute to the firm's platform development and content curation efforts to enhance service quality.Enjoy competitive compensation, comprehensive benefits, and opportunities for professional growth.Vice President, Tax – Wealth Management Key Responsibilities & DutiesServe as a subject matter expert on complex tax and planning issues for client teams.Collaborate with advisors to identify client needs and develop actionable strategies.Review client materials to highlight key considerations and risks in financial plans.Participate in client meetings to provide senior-level planning expertise and insights.Manage relationships with external service providers and curate preferred advisor lists.Develop internal training sessions and educational content for client advisors.Monitor and communicate updates on tax laws and best practices to internal teams.Support the firm's efforts in enhancing planning quality and consistency across operations.Lead initiatives to improve service delivery and client satisfaction through innovative strategies.Vice President, Tax – Wealth Management Job RequirementsBachelor's degree in a relevant field; CPA certification preferred.Minimum of 6 years of experience in tax planning and wealth management.Proven expertise in planning techniques for ultra-high-net-worth clients.Strong organizational and project management skills to handle complex tasks.Excellent communication abilities to simplify and present complex topics effectively.Demonstrated ability to build and maintain professional relationships with stakeholders.Experience in mentoring and educating teams on financial and tax concepts.High degree of professionalism, discretion, and judgment in handling sensitive information.Familiarity with current tax regulations and their application to wealth management.