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Wealth Strategist CPA

2 months ago

Memphis, Tennessee, United States ECG Resources Full time

Multi-Family Office seeks candidate with UHNW tax experience to counsel clients (25mm+ client range) regarding comprehensive wealth planning. No tax compliance/billable hours/sales

Opportunity for tax professional to train and transition to a wealth management career with well-established firmLearn all aspects of wealth planning for UHNW clientsReports to the Chief Wealth Strategist (JD/CPA)Manage client engagements with the goal of developing complex wealth planning solutions and strategiesEmphasis on high-touch client service Extensive opportunity to take on new responsibilities and advance within the organizationNo tax compliance, no selling, no busy seasons; Excellent work/life balanceRequires 8+ years' tax, estate, or financial planning experience; CPA, or CFP a plus ~Relocation Assistance Available~