CPA/Wealth Planner for Multi-Family Office

NexWealth; Philadelphia (Philadelphia County); On-site; USD 110,000 - 160,000; Full time

Job summary

NexWealth, a registered investment advisor and multi-family office, seeks a CPA / Wealth Planner in Philadelphia to support tax and financial planning for high-net-worth individuals and families. The role offers exposure to wealth management disciplines and collaboration with clients, internal teams, and outside professionals.

The ideal candidate will have a strong foundation in individual income tax and a desire to expand into comprehensive wealth management, investment analytics, and

Qualifications

• Active CPA license required.
• Minimum of three (3) years of relevant tax experience, including individual income tax preparation.
• Interest in investment management, financial planning, and comprehensive wealth management.
• onsite five days per week in NexWealth's Philadelphia office.

Responsibilities

• Assist with tax planning and financial planning strategies for high-net-worth individuals and families.
• Prepare and review individual income tax returns and identify potential tax planning opportunities.
• Analyze tax implications of investments, retirement planning, charitable giving, and other financial matters.
• Develop tax-efficient strategies related to investments, retirement accounts, and wealth transfers.
• Support financial planning initiatives, including cash flow analysis, retirement projections, and estate planning considerations.
• Coordinate with clients' outside accountants, attorneys, and other advisors to implement planning strategies.
• Assist with account structuring and asset titling, beneficiary designations, and other administrative aspects.
• Research federal and state tax developments and assess their impact on clients.

Skills

CPA license

Tax planning

Financial planning

Wealth management

Client service

Education

Bachelor's degree in Accounting/Finance

Tools

CRM software

Microsoft Office

Job description

NexWealth, a registered investment advisor and multi-family office, is seeking a CPA / Wealth Planner to join its team. This individual will play an important role in supporting the tax and financial planning needs of high-net-worth individuals and families while gaining exposure to a broad range of wealth management disciplines.

The ideal candidate will have a strong foundation in individual income tax preparation and planning, an interest in comprehensive wealth management, and a desire to expand their knowledge beyond traditional accounting. This individual will work closely with clients, internal team members, and outside professionals to support tax-efficient planning strategies and broader financial objectives.

In addition to tax and financial planning responsibilities, this position offers the opportunity to gain hands‑on experience in investment management, asset allocation, portfolio analytics, performance reporting, trust and estate planning, and regulatory compliance.

We are looking for someone who is analytical, detail-oriented, organized, and comfortable working in a collaborative, client-focused environment. This is an excellent opportunity for a CPA seeking to broaden their expertise and build a long-term career in wealth management.

NexWealth offers competitive compensation and meaningful opportunities for professional development and growth.

PRIMARY RESPONSIBILITIES

• Assist with tax planning and financial planning strategies for high-net-worth individuals and families.
• Prepare and review individual income tax returns and identify potential tax planning opportunities throughout the year.
• Analyze the tax implications of investment decisions, retirement planning, charitable giving, and other financial matters.
• Assist with developing tax-efficient strategies related to investments, retirement accounts, and wealth transfers.
• Support financial planning initiatives, including cash flow analysis, retirement projections, and estate planning considerations.
• Coordinate with clients' outside accountants, attorneys, insurance professionals, and other advisors to support the implementation of planning strategies.
• Assist with account structuring, asset titling, beneficiary designations, and other administrative aspects of financial planning.
• Research federal and state tax developments and assess their potential impact on clients.

Wealth Management & Investment Support

• Gain exposure to asset allocation, investment strategies, and portfolio construction.
• Assist with portfolio analytics, investment reporting, and performance analysis.
• Learn and utilize portfolio management, financial planning, and reporting systems.
• Support the preparation of client reports, financial analyses, and meeting materials.
• Participate in discussions involving investment management, trust and estate planning, and broader family wealth considerations.
• Assist with client account administration and coordination of investment-related activities.
• Gain familiarity with regulatory compliance requirements and operational procedures applicable to registered investment advisors.
• Work closely with senior team members to support the financial and investment needs of clients.
• Assist with preparing for and participating in client meetings.
• Communicate with clients and outside professionals regarding tax documentation, planning matters, and account-related requests.
• Maintain accurate and organized client records, financial information, and supporting documentation.
• Collaborate with colleagues across tax, financial planning, investments, operations, and compliance.

QUALIFICATIONS

• Bachelor's degree in Accounting, Finance, or a related field.
• Active CPA license required.
• Minimum of three (3) years of relevant tax experience, including individual income tax preparation.
• Strong working knowledge of federal and state individual income tax laws.
• Experience working with high-net-worth individuals preferred but not required.
• Interest in investment management, financial planning, and comprehensive wealth management.
• Strong analytical, problem-solving, and organizational skills.
• Excellent attention to detail and ability to manage multiple responsibilities.
• Strong interpersonal and communication skills with a client-service mindset.
• Ability to work independently while collaborating effectively within a small team.
• Proficiency with Microsoft Word, Excel, PowerPoint, and Outlook.
• Experience with tax preparation, financial planning, portfolio reporting, or CRM software is a plus.
• Ability to work onsite five days per week in NexWealth's Philadelphia office.

PROFESSIONAL GROWTH & DEVELOPMENT

This position provides an opportunity to transition from a primarily tax-focused background into a broader wealth management role. The successful candidate will work alongside experienced investment and financial professionals, developing practical knowledge of portfolio management, asset allocation, investment analytics, financial reporting, trust and estate planning, and the operations of a multi-family office.

Over time, the individual will have the opportunity to take on greater responsibility in client relationships, financial planning, and other areas of wealth management based on their interests, capabilities, and professional development.