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Tax/Wealth Planning Associate
NPAworldwide Recruitment Network
NPAworldwide Recruitment Network
 
How to Apply:


Job Location: New York, NY
JOB DESCRIPTION

Job #: 31881
Title: Tax/Wealth Planning Associate
Job Location: New York City, New York - United States
Employment Type:
Salary: contact recruiter for details
Other Compensation: Above Average Benefits
Employer Will Recruit From: Regional
Relocation Paid?: NO

WHY IS THIS A GREAT OPPORTUNITY?

~ Strong career track within firm to Director and MD level

~ Compensation package in the mid-upper 100`s base, plus bonus

JOB DESCRIPTION

Boutique fee-based RIA seeks dynamic Tax/Wealth Planning Associate to join their advisory team in New York City.

~Participate in client meetings, support senior leadership, and counsel HNW clients(10mm+) with regards to sophisticated wealth planning strategies including income tax, trust and estate planning, and investment advisory

~ Focus is on excellent client service, deep technical research, NO sales

~ Firm provides holistic, fee-based wealth planning to HNW clients and seeks to train and develop a tax professional into a comprehensive planning associate

QUALIFICATIONS

Requires 4+ years` current or prior public accounting experience in HNW tax planning. J.D. or Master`s degree required.

Education:
University - Master`s Degree




How to Apply:


 
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