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Tax/Wealth Planning Associate
NPAworldwide Recruitment Network
NPAworldwide Recruitment Network
 
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Job Location: New York, NY
JOB DESCRIPTION

Job #: 7332
Title: Tax/Wealth Planning Associate
Job Location: New York City, New York - United States
Employment Type:
Salary: $150,000.00 - $200,000.00 - US Dollars - Yearly
Other Compensation: Above Average Benefits
Employer Will Recruit From: Regional
Relocation Paid?: NO

WHY IS THIS A GREAT OPPORTUNITY?

Tax/Wealth Planning Associate - New York City - Transition From Public Accounting to Wealth Management

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

No tax seasons training provided excellent work/life balance.

Strong career track within firm to Director and MD level

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

JOB DESCRIPTION


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.

Must have strong desire to learn investment advisory as part of overall service to client. Firm will train in all necessary areas.

QUALIFICATIONS

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




How to Apply:


 
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