ECG Resources
Overview
Multi-Family Office seeks candidate with UHNW tax experience to counsel clients (25mm+ client range) regarding comprehensive wealth planning. No tax compliance/billable hours/sales! Responsibilities
Manage client engagements with the goal of developing complex wealth planning solutions and strategies Learn all aspects of wealth planning for UHNW clients Emphasis on high-touch client service Reports to the Chief Wealth Strategist (JD/CPA) Opportunity for tax professional to train and transition to a wealth management career with a well-established firm Extensive opportunity to take on new responsibilities and advance within the organization No tax compliance, no selling, no busy seasons; excellent work/life balance Qualifications
Requires 12+ years\' tax, estate, or financial planning experience CPA, or CFP a plus Relocation assistance available.
#J-18808-Ljbffr
Multi-Family Office seeks candidate with UHNW tax experience to counsel clients (25mm+ client range) regarding comprehensive wealth planning. No tax compliance/billable hours/sales! Responsibilities
Manage client engagements with the goal of developing complex wealth planning solutions and strategies Learn all aspects of wealth planning for UHNW clients Emphasis on high-touch client service Reports to the Chief Wealth Strategist (JD/CPA) Opportunity for tax professional to train and transition to a wealth management career with a well-established firm Extensive opportunity to take on new responsibilities and advance within the organization No tax compliance, no selling, no busy seasons; excellent work/life balance Qualifications
Requires 12+ years\' tax, estate, or financial planning experience CPA, or CFP a plus Relocation assistance available.
#J-18808-Ljbffr