Job #: 31881
Title: Tax/Wealth Planning Associate
Job Location: New York City, New York - United States
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.
University - Master`s Degree
How to Apply: