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Tax/Wealth Planner
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Job Location: Memphis, TN
JOB DESCRIPTION

Job #: 12109
Title: Tax/Wealth Planner
Job Location: Memphis, Tennessee - United States
Employment Type:
Salary: $60,000.00 - $90,000.00 - US Dollars - Yearly
Other Compensation: Above Average Benefits
Employer Will Recruit From: Regional
Relocation Paid?: NO

WHY IS THIS A GREAT OPPORTUNITY?

Tax/Wealth Planner - Memphis, Tennessee - Established Wealth Management Firm

Wealth Management Firm (80+ personnel) in Memphis, Tennessee seeks candidate with individual tax experience to assist senior team members on designing and implementing wealth planning solutions for high net worth individuals, families and family offices.

* Extensive opportunity to take on new responsibilities and advance within the organization

* No tax compliance or busy seasons; excellent work-life balance

JOB DESCRIPTION

* Work with senior members of the financial planning team to provide and implement strategies for HNW clients(5-100mm net worth) including tax, trust and estate planning, cash flow analysis, insurance benefits, retirement plans, etc.


* Provides opportunity for tax professional with individual tax experience to train and transition to a wealth management career with well-established firm

QUALIFICATIONS

* Requires 2-6 years individual tax experience at public accounting firm


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