UHNW Tax Strategist - Florida United States - 37613



JOB DESCRIPTION

Job #: 37613
Title: UHNW Tax Strategist
Job Location: , Florida - United States
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?


  • No tax compliance, no billable hours, or drafting
  • This is not a sales role, there are no products sales, position is advisory oriented, 100% client focused.
  • Focus of team is to increase client stickiness, increase AUM with existing clients, and assist in new business presentations for the firm.

JOB DESCRIPTION

Global leader in UHNW wealth management seeks Tax/Wealth Strategist in Southern Florida to expand planning strategies for their clientele (75mm-1B+ net worth) and to provide cutting edge planning solutions and excellent client service.

  • Advise clients with regard to sophisticatedwealth planning strategies including tax, estate, business succession and philanthropic planning, asset protection, retirement funding, and cash flow analysis
  • Work closely with clients and their advisors to offer subject matter expertise in all areas of holistic wealth management
  • Extensive exposure to cutting edge planning techniques and interface with top level professionals in the wealth management arena

QUALIFICATIONS

  • Job Requirements:

  • Requires 8+ years UHNW tax experience, coming from a CPA firm, or financial services firm with prior CPA firm experience
  • Strong analytical skills, and excellent communication and interpersonal skills
  • CPA preferred

Education:
University - Bachelor's Degree/3-4 Year Degree

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