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Associate Financial Advisor / Tax Attorney
Refer job# WLHK152088
 
Associate Financial Advisor / Tax Attorney The candidate will directly support one of client Counselors regarding issues such as: Investment portfolio construction and management; long-term investment strategy. Income tax planning, including federal and state tax return preparation and tax dispute resolution. Public and private company stock, stock options, restricted stock units, and stock purchase plans. Retirement and other forward-looking planning. Estate plan architecture; gifting strategies; estate and gift taxes.

The candidate should have one or more of the following credentials: law degree (JD, LLM); advanced tax degree/designation (Master of Taxation, LLM, CPA, EA, CFP); CFA. Must have 2-3 years of professional experience in finance, accounting, law, and/or taxation. We are willing to consider applicants with less than 1 year of experience if they have a demonstrated interest in wealth management and tax preparation. Should have exceptional interpersonal and communication skills: the successful candidate eventually is expected to work with clients, give group presentations, and participate in new business development. Extensive Microsoft Office experience and good overall computer skills are required. Must have knowledge and experience with individual income tax issues & return preparation on Prosystem FX. Should preferable have Knowledge and experience with individual income tax issues & return preparation. Experience serving executive/professional clients and exercising a high level of discretion is desired.
 
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This particular job is currently not active. However, since our clients regularly share with us similar and other job openings, we strongly recommend that you submit your resume. We shall review your resume and get in touch with you as soon as a suitable vacancy comes up to further discuss your interest in exploring the opportunity. Assisting you is our highest priority.

Please be assured that none of your materials will be forwarded to any employer without your consent. Of course, all inquiries are kept strictly confidential.
 
 

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