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JOB DESCRIPTION

Job #: 6052
Title: Relationship Manager
Job Location: Los Angeles, California - United States
Employment Type:
Salary: $110,000.00 - $160,000.00 - US Dollars - Yearly
Other Compensation: Above Average Benefits
Employer Will Recruit From: Nationwide
Relocation Paid?: Yes

WHY IS THIS A GREAT OPPORTUNITY?


Relationship Manager - Los Angeles, California - 8B+ Multi-Family Office - Relocation Package Available

Ideal for a Tax Senior or Tax Manager looking to move away from billable hours and tax seasons towards a more wealth management focused career. The Firm offers a collegial environment with a work life balance; no tax seasons, no tax compliance, no billable hours.

Significant upside to grow with the firm on a well trodden path towards ownership. Firm has a proven track record of offering equity to top performing talent.

JOB DESCRIPTION

8B+ Multi-Family Office seeks Ultra High Net Worth Relationship Manager with a strong high net worth tax background to quarterback wealth advisory services for a select book of clientele (25mm-300mm+) including estate planning, tax planning, wealth transfer, investment advisory, philanthropic,
insurance and bill pay, with a focus on high touch, seamless integration of services.


 ~ Opportunity to be mentored on all areas of comprehensive wealth management including financial planning, estate planning, wealth transfer, tax planning, complex investment advisory portfolios, retirement planning, cash flow analysis, philanthropy and family office services.

QUALIFICATIONS

 High net worth tax compliance background is required in order to best interact with the in-house tax compliance team in overseeing tax related matters.