Wealth & Tax Advisor
Regal Executive Search
Job Description Wealth & Tax Advisor The Opportunity
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
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
- 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
- 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
Vacancy posted 2 days ago
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