Tax Manager - Wealth Management Firm

Please reach out to ren via email at [email protected] if you are interested in the below opening!

We are a boutique wealth management firm providing personalized financial advice to a select group of clients. Our team is committed to delivering exceptional service in a warm and welcoming environment. At our firm, we believe in fostering an environment where personal and professional growth is valued. We are committed to being lifelong learners, continuously striving to improve and adapt to new challenges. We encourage our team to engage in learning opportunities, seek knowledge, and grow both personally and professionally to excel in their careers and contribute to the success of the firm.

Responsibilities : (TBD)

• Participate in client meetings as the financial planning resource for specialized planning matters.
• Review and interpret client financial information to develop planning insights and recommendations for Advisors.
• Prepare, present, and help execute customized financial plans tailored to clients' long-term objectives.
• Conduct research on complex financial planning concepts, regulations, and planning strategies.
• Maintain accurate client records and planning data within financial planning software and internal systems.
• Create, enhance, and document departmental processes, workflows, and operating procedures.
• Partner with Advisors by providing guidance on financial planning methodologies and industry best practices.
• Keep the advisory team informed of legislative changes, market developments, and trends that impact financial planning.

Develop comprehensive financial planning recommendations across a broad range of planning disciplines, including:

• Estate Planning Strategies
• Tax-Efficient Planning
• Retirement Income & Distribution Planning
• Cash Flow & Budget Analysis
• Social Security Optimization
• Pension Benefit Evaluation
• Equity Compensation & Stock Option Planning

Benefits:

• 3 weeks PTO (accrued during the year)
• 40 hours sick time
• Medical/Dental/Vision – 100% paid
• 401k up to $8k match (after 1 year)
• Firm shuts down Christmas week
• After 5 years will get total 4 weeks PTO and $5k to spend on a vacation

Please reach out to ren via email at [email protected] if you are interested!