As a Tax Manager and a key member of our team, you will provide tax expertise and support to our Core Family Office Services team in the delivery of tax, accounting, estate planning, philanthropy, financial leverage planning, entity structuring, and financial statement review for our growing base of high net worth clients. You will evaluate the tax implications of a business or individual decision in their entirety, assessing the impact on the business, individual, family, and estate. Successful candidates will welcome the opportunity to work in holistic wealth management and a fast-paced environment.
What you bring:
Bachelor’s degree in accounting, economics, or similar degree preferred
8+ years of relevant tax experience
CPA or LLM in Taxation strongly preferred
Proficient understanding of tax law
Experience with high net worth individuals and their private holdings including partnerships, gift, and estate tax
Previous experience using the accounting software Xero a plus
Organized, analytical, and detail-oriented
Self-motivated and independent yet exhibits a team player attitude
Indomitable work ethic and the willingness to work additional hours as needed
Strong willingness to learn
Outstanding written and verbal communication skills
Ability to foster teamwork and motivate colleagues
Additional Salary Information: Competitive
AdvicePeriod is an SEC-registered investment advisor dedicated to focusing clients on the important decisions necessary to manage their wealth. By combining actionable planning advice with objective investment guidance, we strive to enable clients to achieve their financial goals and shape their legacy for generations to come. This is how wealth management is going to evolve.