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Tax Strategist
Advice Period

Details (optional)

Tax Strategist

Advice Period

Job Summary

Job Type
Full-time
Job Last Posted
Job posted 6 days ago
Job Role
Tax Specialist

Job Description

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:

  • Bachelor’s degree in accounting, economics, or similar degree preferred
  • 8+ years of relevant tax experience
  • CPA or LLM in Taxation strongly preferred
  • Proficient understanding of tax law
  • Experience with high net worth individuals and their private holdings including partnerships, gift, and estate tax
  • Previous experience using the accounting software Xero a plus
  • Organized, analytical, and detail-oriented
  • Self-motivated and independent yet exhibits a team player attitude
  • Indomitable work ethic and the willingness to work additional hours as needed
  • Strong willingness to learn
  • Outstanding written and verbal communication skills
  • Ability to foster teamwork and motivate colleagues

What we offer:

  • Competitive salary, team-based incentive plan, 401(k), and medical/dental/vision benefits
  • Financial support for approved designations and courses
  • Training through company-sponsored events
  • An Inc. Best Workplace and Entrepreneur Top Culture environment

Business Overview

Our Story

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.

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