Associate Financial Advisor / Tax Attorney [CPA]

Palo Alto, CA

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
  • 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
  • Completed continuing finance education and licensing requirements (Series 65; Certified Financial Planner designation)


Salary commensurate with experience

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