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Tax Specialist for Wealth Management Firm
Location: Virtual to Start, Flexible and Multi-Geographic 2021 and beyond Growing wealth management firm is currently seeking a tax specialist that demonstrates expertise in one or more areas of financial planning, income tax planning, asset protection techniques and income tax efficiency, etc. The specialist will work directly with high net worth clients with sophisticated planning needs. Working as part of a multi-family office team, you must possess superior communication skills and attention to detail, as well as a relentless intellectual curiosity and drive to excel at the highest level in delivering the best service to our clients. You will be working closely with clients and their outside counsel to achieve their financial goals.
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