HNW Tax Strategist - San Francisco, California United States - 45129



JOB DESCRIPTION

Job #: 45129
Title: HNW Tax Strategist
Job Location: San Francisco, California - United States
Remote Job: Unknown
Employment Type:
Salary: contact recruiter for details
Other Compensation: Above Average Benefits
Employer Will Recruit From: Regional
Relocation Paid?: NO

WHY IS THIS A GREAT OPPORTUNITY?


Move away from busy seasons and tax compliance to holistic wealth management with all necessary training provided.

JOB DESCRIPTION

Seeking tax professional with HNW tax experience to transition to high level planning position at top-tier financial planning firm in San Francisco or Los Angeles, CA.

 

  • Advise clients with regard to sophisticated tax planning strategies including estate, income tax, business succession and philanthropic planning
  • Work closely with the investment, trust, and private banking teams to surround the client with subject matter experts in all areas of holistic wealth management

 

Firm also seeking a mid-level associate with 5+ years’ tax background to work with senior planners

QUALIFICATIONS

Requires CPA, M.A. in tax or JD with current or prior experience at public accounting firm.

Education:
University - Master's Degree

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