Senior Tax Analyst (Atlanta) Job at Hire Element LLC. in Atlanta

This position will support the customer team and client-facing professionals. The position is centered around the delivery of financial planning advice and analysis.

Responsibilities

• Organize and assess personal financial information and documents
• Work with the Wealth Planner and team to Identify financial scenarios and alternatives
• Work with the Family Office teams in preparing Comprehensive Wealth Plans
• Use sophisticated financial models and other various software tools in the areas of:
• Income, Estate, and Gift tax planning
• Risk management (entity and insurance planning)
• Debt management
• Estate and charitable planning
• Business succession planning
• Retirement planning

Qualifications

• Bachelors Degree in finance or related field
• 1-3 years of sophisticated wealth planning experience
• CFP designation or desire to pursue designation

Experience with Moneyguide Pro, eMoney, WealthTec, Naviplan or comparable planning programs is a plus

Skills

• Qualified candidates will be self-starters, demonstrating the ability to complete assigned tasks efficiently and promptly
• Proficiency in Microsoft Outlook, Word, Excel and Powerpoint