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Location

Beverly Hills, CA | United States

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Job description

JobTitle: Senior Wealth Manager (Tax)
Location: Beverly Hills, CA
Salary: $170k-$190k depending on experience
Requirement: 10+ years of experience
Perks: 401k, vacation, paid holidays, health insurance, 25% bonus plan.

If you are a Tax Manager or Sr. Tax Manager with experience managing tax, estate, and presentments for high net worth clients, please read on!

We are a wealth management firm headquartered in Beverly Hills, CA.
With over $3 Billion in assets under our management, our reputation speaks for itself!

Top Reasons to Work with Us

1.) We are a lean firm with plenty of room for internal growth.
2.) Conveniently located in Beverly Hills, CA
3.) We have a culture of helping one another and our clients through continual professional development and training

What You Will Be Doing

Estate and Tax Solutions for our HNW and UHNW entertainment clients

What You Need for this Position

Minimum requirements:
- Bachelor's Degree from an accredited University (MBA preferred)
- CFA/CFP
- 10+ years' experience in financial/retirement planning, wealth management or similar
- Prior experience managing high net worth clientele (in particular 10+ million accounts)
- Professional experience managing high net worth Tax, Estate, Presentment, etc.

Nice-to-have:
- Series 7, 63, 64, 65
- Experience at an RIA or fee-only investment management firm
- An existing network of relevant business contacts

What's In It for You

- Competitive base salary $170k-$190k
- 25% Bonus
- Benefits
- 401K
- PTO
- Incredible training
- Catered lunches
- Company paid trips

So, if you are a Tax Manager or Sr. Tax Manager with experience, please apply today!

Applicants must be authorized to work in the U.S.

Preferred Skills

CFP

Series 65/66

Tax Planning

Estate Planning

Presentments

CPA

Wealth Manager

HNW

UHNW

Tax

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Job tags

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Salary

$170k - $190k