Tax & Wealth Planning Consultant

Masis Professional Group; Boston (MA); On-site; USD 120,000 - 180,000; Full time

Job summary

Masis Professional Group is recruiting on behalf of a Boston-based asset management firm for a Tax and Wealth Planning Consultant. The role focuses on tax strategy, wealth transfers, liquidity events, and investment solutions to support advisor relationships and business growth.

The candidate will serve as a senior planning expert on tax outcomes, wealth transfers, policy developments and product applications; assess regulatory changes affecting clients and advisors; and deliver executive

Qualifications

• 10+ years of investment wealth experience.
• CPA, JD, CFP strongly preferred.
• Ability to travel 25% for advisor meetings, conferences.

Responsibilities

• Serve as a senior planning expert on tax outcomes, wealth transfers, policy developments and product applications.
• Assess industry regulations and policy changes that affect clients and advisors.
• Deliver presentations to executives, advise on tax aware products and services.

Skills

Tax planning

Wealth management

Regulatory analysis

Education

CPA

JD

CFP

Job description

I a Senior Investment Recruiter with Fanning in Boston and your name came up in my search for the below opportunity at a Boston based Asset Manager

Tax and Wealth Planning Consultant

A Boston based asset management firm is seeking a seasoned tax and wealth associate to serve as a subject matter expert for the firms sales team to offer additional value to the advisor and client engagements.

A highly visible role will shape planning conversations around tax strategy, wealth transfers, liquidity events and investment solutions to strengthen advisor relationships and support business growth.

• Serve as a senior planning and act as subject matter on tax outcomes, wealth transfers, policy developments and product applications.
• Assess industry regulations and policy changes, that effect clients and advisors
• Deliver presentations to executives, advise on tax aware products and services

10+ years of investment wealth experience, CPA, JD, CFP strongly preferred

Ability to travel 25% for advisor meetings, conferences