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Tax/Wealth Planner
NPAworldwide Recruitment Network
NPAworldwide Recruitment Network
 
How to Apply:


Job Location: New York, NY
JOB DESCRIPTION

Job #: 38347
Title: Tax/Wealth Planner
Job Location: New York City, New York - United States
Employment Type:
Salary: contact recruiter for details
Other Compensation: Bonus
Employer Will Recruit From: Local
Relocation Paid?: NO

WHY IS THIS A GREAT OPPORTUNITY?

This is an excellent opportunity with a respected, growing wealth management firm. Position offers an opportunity to transition from tax specialist to a career in wealth management with better work/life balance (no tax compliance duties, no busy season) and pathway to Financial Advisor and continuing advancement.

JOB DESCRIPTION

Tax/Wealth Planner.

New York, NY.

Requires: 2-6 years of experience in public or private accounting and the desire to move into a financial planner/wealth planning solutions role.

A respected, growing wealth management firm seeks a tax professional (open to individual, corporate, partnership experience, etc.) to train to assist senior team members on designing and implementing tax-effective wealth planning solutions for High-Net-Worth individuals, families, and family offices.

Note: Excellent opportunity for a talented tax specialist to transition to a career in wealth management with better work/life balance (no tax compliance duties, no busy season) and pathway to Financial Advisor and continuing advancement.

Responsibilities:

Train with the firm to transition to a wealth & financial planner career, receiving excellent training and mentorship

Use current tax planning/preparation skills on behalf of HNW clients while working with senior members of the financial planning team to provide and implement more comprehensive solutions and strategies across clients situational needs

Elements will include tax, trust and estate planning, cash flow analysis, insurance benefits, retirement plans, etc. leading to full-service Financial Advisor capabilities and responsibilities

Explore and take on new opportunities and responsibilities for personal development and team success.

QUALIFICATIONS

Qualifications:

Requires 2-6 years` tax experience with an accounting firm (public accounting background is a plus)

Strong academic backgroun

Ability to translate/explain complex tax concepts for varied audiences

Excellent communication skills, written & verbal, interpersonal

Collaborative team player

Keywords: tax, tax planning, CPA, financial planning, financial advisor, wealth management

Education:
University - Bachelor`s Degree/3-4 Year Degree




How to Apply:


 
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