Tax and Wealth Manager

Full Job Description

Job Overview:

• We are seeking an experienced and skilled Wealth Manager to join our team.
• The successful candidate will be responsible for managing and growing the financial assets of high-net-worth individuals and families.
• This role requires a strong understanding of financial markets and a proven ability to deliver exceptional client service.

Duties:

• Develop and implement tailored financial plans for clients, including investment strategies and risk management
• Provide ongoing portfolio management and monitoring to ensure alignment with client goals and objectives
• Conduct regular reviews and updates of client financial plans and portfolios
• Collaborate with clients to understand their financial goals, risk tolerance, and investment objectives
• Utilize financial planning and accounting software, including Xero, to manage client accounts and generate financial reports
• Prepare and submit regulatory reports, including SOX, as required
• Ensure all financial transactions and records are accurate, complete, and compliant with relevant laws and regulations
• Manage and maintain client financial records, including general ledger reconciliation
• Develop and execute sales strategies to attract new clients and expand existing relationships
• Stay up-to-date with the latest developments in the financial services industry and maintain knowledge of relevant financial products and services
• Participate in ongoing professional development to enhance financial acumen and knowledge of financial services

Skills:

• Strong financial acumen and experience in wealth management
• Proven track record of success in asset management and financial planning
• Proficiency in accounting and financial planning software, including Xero
• Excellent budgeting and financial analysis skills
• In-depth knowledge of financial services, including regulatory reporting requirements
• Ability to communicate complex financial concepts to non-technical clients
• Strong sales and client service skills
• Compliant with SOX and other relevant financial regulations
• Ability to manage multiple priorities and deadlines in a fast-paced environment
• Bachelor’s degree in Finance, Accounting, or a related field
• Relevant certifications, such as CFP or CFA, are an asset
• Experience with general ledger reconciliation and financial reporting is required.

Education:

• Bachelor’s (Required)

Experience:

• Tax experience: 7 years (Required)
• Public accounting tax: 7 years (Required)
• Partnerships, corporations, foundations, and trusts: 7 years (Required)
• Tax planning and return preparation: 7 years (Required)
• Estate planning concepts: 7 years (Required)
• High-net-worth individuals or family offices: 7 years (Required)
• Microsoft Office: 7 years (Required)
• Excel: 7 years (Required)
• Wealth management: 7 years (Required)

License/Certification:

• CFP and/or CPA license (Required)

Pay: Up to $175,000.00 per year