Position offers a tax professional the opportunity to be trained in all areas of holistic wealth planning with excellent work/life balance (no busy seasons) and a strong career track within the firm.
Use your tax experience to transition to holistic wealth planning.
Our client is an established wealth management firm that provides high net worth clients with a full spectrum of wealth planning strategies including tax, trust, estate, and investment planning.
Work closely with senior advisors to design and implement comprehensive financial plans.
Ideal candidate will have 3-7 years of public accounting experience in individual high net worth tax.
- 3-7 years of public accounting experience in individual high net worth tax
Location
Memphis, Tennessee, US
Employment Type
Full-time
Experience Level
Entry Level
Remote work allowed
No
Posted
1 month ago