Job #: 7332
Title: Tax/Wealth Planning Associate
Job Location: New York City, New York - United States
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.
Requires 4+ years` current or prior public accounting experience in HNW tax planning. J.D. or Master`s degree required.
How to Apply: