Wealth & Tax Advisor

The Opportunity Wealth & Tax Advisor 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 #J-18808-Ljbffr Regal Executive Search