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Wealth Strategist, Financial Planner, Tax Expert

2 months ago

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

We are seeking a highly skilled Wealth Strategist to join our team at JFS Wealth Advisors LLC. As a key member of our financial planning and tax team, you will be responsible for providing expert advice and guidance to our clients on complex tax and financial planning matters.

Key Responsibilities
  1. Research and Analysis: Conduct in-depth research and analysis to identify and recommend creative solutions to client planning and tax issues.
  2. Technical Expertise: Serve as a technical expert in financial planning, trust, estate, and tax matters, providing guidance and support to clients and internal stakeholders.
  3. Tax Services: Prepare and review year-end tax planning arrangements, complete tax returns, and review and sign tax returns prepared by other staff members.
  4. Tax Return Signoff: Provide final review and sign off on select tax returns, ensuring quality and accuracy.
  5. Staying Current: Monitor tax law and financial planning changes, developing planning strategies and communicating complex information to clients and staff.
  6. Client Education: Educate clients and staff on advanced financial planning and tax topics, providing periodic internal financial planning newsletters and contributing to external client communications.
  7. Mentorship: Provide coaching and guidance to junior staff members, serving as a financial planning and tax resource and mentor.
  8. Team Collaboration: Collaborate with other employees to promote smooth workflow, identify and resolve problems, and advance the firm's image.
Supervisory Responsibilities

Assist in coaching and mentoring junior staff members, carrying out supervisory responsibilities in accordance with the organization's policies and applicable laws.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

  • Bachelor's degree from a four-year college or university, majoring in accounting or finance.
  • Minimum Enrolled Agent, CPA preferred. CFP and Master of Taxation preferred.
  • Must have experience functioning as the final signor for individual and trust tax returns.
  • Minimum of 8 years of financial planning, and tax planning and preparation experience.
  • 3 or more years supervisor experience is preferred.
  • Extensive experience with tax planning, trusts, and estate planning.
Certifications and Licenses

CPA and/or Enrolled Agent license. CFP certificate or willing to get one. Valid driver's license.