CPA Tax Planner for High-Net-Worth Wealth Advisory

NexWealth; Philadelphia (Philadelphia County); Presencial; USD 70 000 - 90 000; Tempo integral

Resumo da oferta

A financial advisory firm in Philadelphia is looking for a Tax Planner to work with high-net-worth clients. The successful candidate will collaborate with executives on tax strategies, ensuring top-tier client service. Required qualifications include a CPA license and a Bachelor's degree in a relevant field, along with strong analytical skills and proficiency in Excel. This role involves direct client interaction and collaboration with other advisors, promoting a diverse and inclusive workplace.

Qualificações

• Proficient with Microsoft Office suite including Excel, PowerPoint, Word.
• Ability to learn and adapt to new software systems quickly.

Responsabilidades

• Identify client issues and design strategies for tax and retirement planning.
• Educate clients on new planning strategies and firm initiatives.
• Work directly with clients' outside advisors (attorneys, CPAs).
• Oversee custodial account opening and asset titling.
• Participate in client meetings as necessary.
• Assist in maintenance of custodial, reporting, and CRM systems.

Conhecimentos

Strong attention to detail

Professional demeanor

Excellent oral and written communication skills

Strong fluency with Excel formulas and functions

Ability to analyze financial data

Quick learner

Team player

Comfort with client interaction

Formação académica

CPA License

Bachelor’s degree in accounting, finance, economics, or a related field with high GPA

Minimum 2-year experience in financial services wealth advisory

Ferramentas

Microsoft Office suite

Addepar reporting software

Custodian platforms (Fidelity Wealthscape, Schwab Advisor Center)

Descrição da oferta de emprego

A financial advisory firm in Philadelphia is looking for a Tax Planner to work with high-net-worth clients. The successful candidate will collaborate with executives on tax strategies, ensuring top-tier client service. Required qualifications include a CPA license and a Bachelor's degree in a relevant field, along with strong analytical skills and proficiency in Excel. This role involves direct client interaction and collaboration with other advisors, promoting a diverse and inclusive workplace.