What you do:
As a Tax Strategist 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 fast-paced environment.
What you bring:
What we offer:
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. This is AdvicePeriod.