Directly support one of our 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 is expected to 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
Desired Experience
Knowledge and experience with individual income tax issues & return preparation
Experience serving executive/professional clients and exercising a high level of discretion
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