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Location

El Segundo, CA | United States

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Job description

Job Title: Tax Manager / Financial Advisor
Job Location: Santa Monica, CA
All-In Compensation: $130,000 - $250,000
Requirements: 5+ years of HNWI Tax Returns, CPA, Interested in transitioning into Financial Advising

Are you a Tax Manager working closely with HNWI or UHNWIs and would like to dive more into the Financial Advising space?

If so, this role may be for you! We are looking for a Tax Manager who wants to transition their career into a Financial/Investment Advisor role. This is a heavy client-facing position where you will learn to discuss not only Tax needs but investment needs with high-net-worth clients.

You will be responsible for providing financial advice to clients, managing complex Tax scenarios, and leveraging your experience to help individuals and families plan their wealth's growth. This is an incredible opportunity to join an established and successful team and become an integral part of our organization.

Top Reasons to Work with Us

We are a leading provider of financial services and advice, and we are looking for a Financial Advisor with experience in Tax Accounting to help our clients make sound financial decisions. We have an excellent reputation in the industry and are looking for a professional to join our team. Our leaders are ranked Top 100 in Forbes and you won't be in better hands than with our firm!
Our team offers the perfect blend of experience and expertise to provide our clients with the best advice and services.

What You Need for this Position

Requirements:
1.) Tax Manager experience (7+ years in Tax)
2.) Must want to transition into Investment Advising
3.) CPA
4.) HNWI Tax Planning experience

What's In It for You

This role pays an annual all-in compensation of $130,000 to $250,000, and may also include bonuses, commissions, and other perks. This is an excellent opportunity to join a successful and established team and make a real difference in the lives of clients.

So, if you are a Tax Manager wanting to be a Financial Advisor, please apply today!

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

Preferred Skills

Financial Advisor

Tax Accounting

Tax Returns

CFP

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Job tags

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Salary

$130k - $200k