Job Posting

Financial Advisor Associate/Tax Attorney

  • Location:Wellesley, MA
  • Type:Permanent
  • Job#4816

Financial Advisor Associate/Tax Attorney

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 our client's 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)

Salary commensurate with experience.

About This Company:

Our client is an independent, fee-based financial advisory firm with over $5 billion of assets under management and serves successful individuals and their families, providing expertise in investment management, retirement and estate planning. They are an industry-leading financial adviser, focusing on clients who require holistic investment planning, unencumbered by proprietary financial products.

Other great reasons to consider this opportunity: work/life balance, no need to develop business (accounts are designated), no billable hours to produce; lovely work environment with minimal turnover.  

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