Associate Financial Advisor/Tax Attorney (Wellesley, MA & Palo Alto, CA)
An $8.3 billion private wealth advisory firm providing tax and investment management services to high net worth clientele seeks an Associate Financial Advisor/Tax Attorney with at least 2-3 years relevant tax and financial services experience strongly preferred.
Responsibilities:
Directly support one of GW & Wade’s 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
Requirements:
- One or more of the following credentials: law degree (JD, LLM); advanced tax degree/designation (Master of Taxation, LLM, CPA, EA, CFP); CFA
- 2-3 years of professional experience in finance, accounting, law, and/or taxation - strongly preferred
- Exceptional interpersonal and communication skills: the successful candidate eventually will work with clients, give group presentations, and participate in new business development
- Works effectively in a team environment
- Detail-oriented and strong organizational skills
- Extensive Microsoft Office experience and good overall computer skills
Experience:
- Knowledge and experience with individual income tax issues & return preparation
- Experience serving executive/professional clients and exercising a high level of discretion
- Completed continuing finance education and licensing requirements (Series 65; Certified Financial Planner designation)
Salary commensurate with experience.