Financial Advisor Associate/Tax Attorney

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Job Description:

A $5 billion+ private wealth advisory firm providing tax and investment management services to high net worth clientele seeks a staff attorney/associate with at least 2-3 years relevant tax and financial services experience.

Job Responsibilities:

  • Directly support one of GW & Wade’s client 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

Required Skills and Experience:

  • 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
  • Exceptional interpersonal and communication skills:  the successful candidate eventually will work with clients, give group presentations, and participate in new business development
  • Works effectively in a team environment
  • Detail oriented and possessing strong organizational ability
  • Extensive Microsoft Office experience and good overall computer skills

Desired Skills and 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 7 & 66; Certified Financial Planner designation)
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