Wealth Strategist, Wealth Management, Financial Advisors

3 days ago


Hermitage, Pennsylvania, United States JFS WEALTH ADVISORS LLC Full time
Job Summary

We are seeking a highly skilled and experienced Tax and Financial Planning Expert to join our team at JFS Wealth Advisors LLC. As a key member of our team, you will be responsible for providing expert advice and guidance to high-net-worth clients on complex tax and financial planning matters.

Key Responsibilities
  • Research and provide solutions to client planning and tax issues
  • Serve as an internal technical expert, providing tax planning, trust, and estate planning technical expertise to complex high-net-worth client relationships
  • Prepare and review year-end tax planning arrangements, complete tax returns, and review and sign tax returns prepared by other staff members
  • Monitor tax law and financial planning changes, develop planning strategies, and communicate advanced financial planning and tax-related items to clients and staff
  • Serve as a mentor to associate advisors and tax staff, providing coaching and guidance to help develop junior members of the firm
Requirements
  • Bachelor's degree from a four-year college or university, majoring in accounting or finance
  • Minimum 8 years of financial planning, tax planning, and preparation experience
  • 3 or more years of supervisory experience
  • CPA and/or Enrolled Agent license
  • CFP certificate or willingness to get one

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