Back to Home Page
Communities Industries Employers JobSeekers Advertisers PJScout Resources Recruiters About
Keywords (e.g. nurse, sales) Category State City Radius
 
HNW Tax Strategist
NPAworldwide Recruitment Network
NPAworldwide Recruitment Network
 
How to Apply:


Job Location: San Francisco, CA
JOB DESCRIPTION

Job #: 45129
Title: HNW Tax Strategist
Job Location: San Francisco, California - United States
Remote Job: Unknown
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?

Move away from busy seasons and tax compliance to holistic wealth management with all necessary training provided.

JOB DESCRIPTION

Seeking tax professional with HNW tax experience to transition to high level planning position at top-tier financial planning firm in San Francisco or Los Angeles, CA.

  • Advise clients with regard to sophisticated tax planning strategies including estate, income tax, business succession and philanthropic planning
  • Work closely with the investment, trust, and private banking teams to surround the client with subject matter experts in all areas of holistic wealth management

Firm also seeking a mid-level associate with 5+ years tax background to work with senior planners

QUALIFICATIONS

Requires CPA, M.A. in tax or JD with current or prior experience at public accounting firm.

Education:
University - Master`s Degree




How to Apply:


 
See all jobs in San Francisco CA
  Share this job
Share |

PJ Scout
Create Free Account

PJ Scout
 
    INDUSTRIES | COMMUNITIES | EMPLOYERS | JOB SEEKERS | CUSTOMER LOGIN
    CONTACT US | ABOUT NATIONJOB | ADVERTISERS | PRIVACY
    Electronic Recruitment since 1988. Copyright 1995-2022 NationJob, Inc. All rights reserved.
JobboardFinder - Search the best job board worldwide