Job Information
Robert Half Associate Tax Wealth Advisor for Wealth Management Firm in Menlo Park, California
Description
*Please contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity.
Our client is an advisory and wealth management firm with $5 billion AUM.
Associate Tax Wealth Advisor
Menlo Park; Hybrid
Base + Bonus
Responsibilities:
Prepare meeting materials including agendas, reports, and analyses.
Manage the firm's portfolio accounting and performance reporting system.
Help execute client recommendations.
Create financial projections using advanced Excel models.
Aid advisors in assessing client financial strategies through thorough research and analysis in investment, tax, estate, and financial planning areas.
Conduct in-depth research on investment strategies, tax planning, estate planning, regulations, and market trends.
Requirements
Qualifications:
2-5 years of experience in individual tax return preparation
Preferred qualifications include CPA, CFA, CFP, or similar designations
Ideally on the path to CFP certification and have experience at another RIA
Proficiency in Excel and strong quantitative skills for financial analysis model development
Excellent communication skills, particularly in client interactions
*Please contact Michelle Espejo via LinkedIn or email for fastest consideration for this opportunity.
Feel free to reach out if you have any questions or if you are interested in similar opportunities.
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https:///www.roberthalf.com/us/en/terms) .
Robert Half
-
- Robert Half Jobs