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Wealth & Tax Advisor

Regal Executive Search

Scottsdale, AZ

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JOB DETAILS
SKILLS
Accounting, Capital Analysis, Cash Flow, Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Communication Skills, Corporate Tax, Cross-Functional, Customer Relations, Customer Relationship Management (CRM) Systems, Detail Oriented, Finance, Financial Analysis, Financial Planning, Financial Reporting, Health Plan, Investment Management, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft Product Family, Microsoft Word, Needs Assessment, Small Company, Tax Planning, Tax Regulations, Tax Returns, Team Player
LOCATION
Scottsdale, AZ
POSTED
30+ days ago

Wealth & Tax Advisor

The Opportunity

Family Office is looking for an experienced wealth & tax advisor to join our team. This role will be responsible for taking ownership of all aspects of the client engagement; interacting with clients, delegating and reviewing work, and completing follow-up items. You will engage with families on all services – Investment Management, Wealth Planning & Coordination, Tax Planning & Compliance, and Personal CFO Support.

 

The Expectations
  • Assess client’s overall financial picture, understand their needs, and develop a solid financial plan
  • Help gather financial information and prepare net worth, cash flow, investment planning, investment policy statements, and other tools for wealth planning engagements
  • Prepare and review long-term capital sufficiency analyses based on personal financial goals, current financial data, tax rates, inflation rates, and investment assumptions
  • Prepare, review, and complete individual, trust, partnership, and corporate tax returns

 

The Qualifications
  • 5+ years of prior experience with taxes, investments, or as an accountant, financial planner, or tax preparer
  • In-depth knowledge of tax or investments
  • Accuracy, attention to detail, and the ability to explain complex information clearly and simply
  • Must be a self-starting individual who takes responsibility for his/her work and actively sees projects through to successful conclusions while maintaining a high level of communication with team members
  • Desire/ability to work successfully in a small company team environment where it is expected that you will wear many hats with varied responsibilities
  • Proficiency in Microsoft Suite (Excel, Word, PowerPoint, Outlook) and ability to operate CRM and other systems
  • Bachelor’s degree in accounting, finance, or related field
  • CFA, CPA, or CFP required

 

The Benefits
  • Competitive salary and annual performance-based bonus
  • Flexible work arrangements
  • Unlimited PTO and 10 paid holidays per year
  • Medical, dental, and vision health plans with generous employer contribution
  • Supplemented health savings account (HSA)
  • Short and Long-term disability coverage paid for by employer
  • Flexible 401(k) retirement benefits with employer contributions
  • Opportunity for advancement based on performance, personal growth, and cultural fit
  • Work with a team-oriented culture that supports continuing education and career growth
  • Strong support for volunteer, community and/or industry involvement

About the Company

R

Regal Executive Search

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