Tax Planning Associate

Job Description

Job Description

Company Description

Stelvio Private Wealth is a boutique Wealth Management firm formed in 2021, which transitioned out of the Private Client Group at Wells Fargo Advisors. Stelvio Private Wealth has offices in Greenwich, CT and the Bay Area, CA and touts private clients in 42 states.

 

It operates through Wells Fargo Advisors Financial Network, LLC (WFAFN), a member of SIPC, and a registered broker-dealer.

 

 

Role Description

This is a full-time entry-to-mid-level role for a Wealth Tax Associate. The role will take on a Hybrid schedule, with in-office days occurring in either Greenwich, CT or Walnut Creek, CA depending on where the applicant is domiciled. The Wealth Tax Associate will work closely with the Managing Partner and is ideal for someone who is a self-starter. Through that close partnership, the Associate will be responsible for collaborating on tax planning activities, as well as, pertinent tax filings for a select contingent of clients. This will also lead to collaboration in financial plan activities and upkeep. The Associate is expected to have a preferred tax software with relevant experience in it and will also quickly gather an understanding of how we work closely with our clients.

 

• Serve as a Trusted Advocate of the Managing Partner
• Spearhead timely tax filings, with the IRS, and the clients’ respective state(s).
• Assist in facilitating client relations, data collection, analysis, and tax related documents
• Assist Managing Partner with action plans and action items specific to an individual client, and be present, available and active in client reviews where tax circumstances may apply
• Conduct analysis of tax changes, recommendation actions for optimization, and perform ongoing analysis as required by the Managing Partner
• Adhere to all company policies and procedures and perform business functions with focus on consistency, quality, and compliance
• Perform other administrative duties as assigned

 

Qualifications

• Previous experience in a tax associate (or similar) role (minimum 2 years).
• An accounting related certification, notably being an active CPA (Certified Public Accountant) or an active EA (Enrolled Agent)
• Bachelor's degree in Finance, Economics, Business, Accounting or related field is a plus, but not required.
• Familiarity with accounting and bookkeeping software.
• Interest in Finance, Financial Planning, Investment Management and Wealth Management beyond one’s assumed interest in Accounting
• Strong Analytical Skills and Investment Knowledge.
• Effective written and verbal communication skills & excellent organizational skills.
• Demonstrates attention to detail and accuracy.
• Ability to work independently and exercise discretion without immediate supervision at all times.
• Ability to organize and prioritize workflow and assignments in a deadline-oriented environment.
• Proficient in Microsoft Office suite of products
• Ability to maintain a high level of confidentiality while being professional and poised

 

What do we hope you become?

• You will become prepared to deliver a consistent set of responsibilities in support of the organization’s wealth management strategies
• Your professional growth, necessary industry examinations and accredited wealth planning designations will be supported and subsidized

 

 

What We Offer

While lean & mean, we still offer a highly competitive suite of benefits designed to help our team members balance their personal and professional life commitments.

 

• Paid Holidays
• Paid Time Off (PTO)
• Highly subsidized Health, Dental, and Vision Plans
• 401k Retirement Account with 6% Company Match Contributions
• Free Life Insurance, Long & Short-Term Disability Insurance
• Flexible Spending Accounts and Health Savings Accounts, if applicable
• Employee Team Building Activities

 

At Stelvio Private Wealth, we are committed to being an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin, disability or protected veteran status, or any other legally protected basis, in accordance with applicable laws.

 

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Stelvio Private Wealth Management is a boutique firm founded by a former Wells Fargo Advisors' Managing Director of Investments in February 2021. For 6 years, said founder, was the youngest Managing Director at Wells Fargo Advisors. Stelvio Private Wealth has offices in Greenwich, CT and the Bay Area, CA and touts private clients in 42 states.

 

It operates through Wells Fargo Advisors Financial Network, LLC (WFAFN), a member of SIPC, and a registered broker-dealer.

 

Stelvio works with high-net-worth individuals and families, across all demographics, on all facets of their financial well-being. With accolades from Forbes (Best in State Wealth Advisors & USA's Top Next Gen Wealth Advisors), and the Wall Street Journal, the foundation for Stelvio is impressive and built... but the upside and positioning within the industry will make the job fulfilling and exciting!

 

Company Description

Stelvio Private Wealth Management is a boutique firm founded by a former Wells Fargo Advisors' Managing Director of Investments in February 2021. For 6 years, said founder, was the youngest Managing Director at the firm, with a total of 17 years of industry experience. Stelvio Private Wealth has offices in Greenwich, CT and the Bay Area, CA and touts private clients in 42 states.

It operates through Wells Fargo Advisors Financial Network, LLC (WFAFN), a member of SIPC, and a registered broker-dealer.

Stelvio works with High Net Worth individuals and families, across all demographics, on all facets of their financial well-being. With accolades from Forbes (Best in State Wealth Advisors & USA's Top Next Gen Wealth Advisors), and the Wall Street Journal, the foundation for Stelvio is impressive and built... but the upside and positioning within the industry will make the job fulfilling and exciting!

Company Description

Stelvio Private Wealth Management is a boutique firm founded by a former Wells Fargo Advisors' Managing Director of Investments in February 2021. For 6 years, said founder, was the youngest Managing Director at the firm, with a total of 17 years of industry experience. Stelvio Private Wealth has offices in Greenwich, CT and the Bay Area, CA and touts private clients in 42 states.\r\n\r\nIt operates through Wells Fargo Advisors Financial Network, LLC (WFAFN), a member of SIPC, and a registered broker-dealer. \r\n\r\nStelvio works with High Net Worth individuals and families, across all demographics, on all facets of their financial well-being. With accolades from Forbes (Best in State Wealth Advisors & USA's Top Next Gen Wealth Advisors), and the Wall Street Journal, the foundation for Stelvio is impressive and built... but the upside and positioning within the industry will make the job fulfilling and exciting!