1 Opening(s)
8.0 Year(s) To 15.0 Year(s)
60.00 LPA TO 100.00 LPA
the Tax & Wealth Advisor works closely with Financial Advisors to integrate tax strategies into clients’ overall financial plans.
Key Responsibilities
Tax Preparation & Compliance
Prepare and/or review individual, trust, partnership, S-corporation, and corporate income tax returns.
Coordinate the collection and review of tax documentation from clients.
Ensure tax returns are completed accurately and in compliance with federal and state regulations.
Stay current on changes in tax laws and regulations that ...
1 Opening(s)
3.0 Year(s) To 7.0 Year(s)
50.00 LPA TO 90.00 LPA
We are looking for a Tax & Wealth Advisor to join a growing Wealth Management team. This role combines tax preparation, tax planning, client advisory, and wealth management collaboration to help individuals, families, business owners, and retirement plan participants make informed financial decisions.
🔑 Key Responsibilities
Tax Preparation & Compliance
Prepare/review individual, trust, ...