Wealth Strategist - Tax

Wealth Strategist - Tax Wealth Script Advisors | Fully Remote | $120,000 plus bonus At Wealth Script Advisors, we are dedicated to redefining wealth management with an exceptional blend of personalized, high-touch client service, cutting-edge financial strategies, and innovative technology solutions. Specializing in guiding tech professionals through complex financial landscapes, we pride ourselves on creating a boutique, white-glove experience that transforms how our clients perceive wealth management. We are seeking a Wealth Strategist with deep tax expertise to become the firm's tax knowledge leader, own our financial planning work, and grow into a senior leadership and partnership role. We are making this hire with the explicit intent that you will one day become a partner at the firm. Position Overview As a Wealth Strategist, you will take primary ownership of tax review, tax planning, and tax guidance for our clients, lead most financial planning research and deliverables, and work directly with clients in one-on-one situations. You will also help us evaluate and potentially build the firm's in-house tax preparation arm from the ground up. This is a high-autonomy role in an unstructured environment: your judgment, curiosity, and ability to prioritize will matter more than hours logged. Key Responsibilities Tax Review, Planning, and Guidance • Take over the tax function: reviewing client source documents and returns in PDF, Holistiplan, and other tools, drafting review answers, and leading tax review conversations on high-level planning items. • Walk clients through tax strategies and manage implementation of complex strategies, including coordination with outside CPAs and specialty providers. • Own equity compensation tax planning: ISOs, NSOs, RSUs, and ESPPs. • Handle tax planning and multi-year tax projections. • Field ad hoc tax questions from clients and the team, and serve as the firm's internal tax knowledge expert. • Coordinate our ongoing relationships with our tax advisors and our mutual clients. Financial Planning • Build and run scenario tests in eMoney, present plans to clients, readjust and re-present as circumstances change, and send meeting follow-ups. • Coordinate plan builds with our Client Relationship Manager. • Lead planning inquiries across college funding, insurance, liability, estate primers, medical coverage, 401(k) savings and investment review, and real estate ROI and ROE analysis. • Take clients through Wealth.com creation and review, and through their financial action plans. • Run annual portfolio and goal reviews, and coordinate with outside providers. • Conduct research on client-driven planning questions and produce clear, usable deliverables. Client Relationships and Firm Operations • Meet directly with clients one-on-one for defined situations and take ownership of a segment of the client base. • Build proposals and participate in the sales process, including onboarding welcome calls. • Run point on project management and follow-up of outstanding client tasks. • Spend a small portion of your time (roughly 5 to 10 percent) on client service and operations work, which helps you understand the full client experience and how the firm runs. (Temporary for roughly 3 to 6 months as part of the onboarding process) Thought Partnership and Firm Growth • Bring industry best practices in financial planning and tax into the firm. • Dedicate time to deepening your tax expertise and disseminating it through internal meetings, client conversations, and blog writing. • Help evaluate and build the in-house tax preparation arm: workload modeling, systems selection, staffing, and division of responsibilities. • Contribute to firm strategy as a genuine thought partner, not just an executor. Qualifications and Experience • 1+ years of wealth management experience of any kind. • Demonstrated personal and high-net-worth tax experience. • An active CPA license is mandatory to be considered for the position • A current CFP, or sitting for the CFP, is highly preferred • You will be required to get your CFP; otherwise, in the first year of your employment, we will pay for all study materials and exam costs and provide you with time to study • Financial planning experience with tools such as eMoney, RightCapital, or MoneyGuidePro is welcome but not necessary. • Family office or multi-family office experience is a strong plus. • Experience with eMoney, Holistiplan, and Wealth.com is ideal. • Client-facing experience is ideal. Skills and Characteristics • Lifelong learner with genuine intellectual curiosity about tax and planning. • Builder with an entrepreneurial spirit: you want to help create something, not inherit a finished process. • Personable and client-centric. • Highly organized, with strong prioritization skills across competing demands. • Strong ethics, integrity, and attention to detail. • Learns quickly from mistakes and does not repeat them. • Excellent communication skills and a real sense of urgency. • Self-motivated and responsible; thrives in an unstructured, fully remote environment. • Tech-savvy and eager to integrate new technology, including AI tools, into the practice. Compensation and Benefits • Base salary of $120,000. • Bonus of up to 10 percent: 5 percent target tied to performance, plus 5 percent tied to firm revenue growth. • Healthcare stipend. • Internet and cell phone stipend. • 401(k) with 4 percent match. • Fully remote, with a results-oriented schedule. Your day is measured by work completed, not hours worked. • 3 weeks of vacation, increasing by one week every two years up to a maximum of 8 weeks. • 5 days of paid sick leave. • One month per year to work from “anywhere” in the world. • 8 hours of paid volunteer time annually. • 100 percent of the cost of designations and annual fees that contribute to firm growth and evolution. • Ability to purchase firm equity at the two-year mark. • Clear career progression and a defined path toward partnership. How We Work • Very little micromanagement. We take a collaborative approach to improvements, and we respect your opinion. • We do not dump work on people same-day. Boundaries are respected, genuinely. • You will learn directly from an experienced advisor who holds the CFA, CFP, and EA designations and has taught CFP candidates at UC Berkeley. Why Wealth Script Advisors? Joining our firm means contributing to a dynamic, forward-thinking culture where your voice matters. We deeply value your insights, foster continuous learning, and empower you to craft a uniquely fulfilling career. If you are motivated by making a meaningful impact and passionate about delivering unmatched service, we want to hear from you. Apply today to join our ambitious, collaborative team.