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Hybrid Tax Planner Wealth Strategy; Philly-area

Job in Allentown, Lehigh County, Pennsylvania, 18103, USA
Listing for: Ritholtz Wealth Management
Full Time position
Listed on 2026-07-05
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 95000 - 125000 USD Yearly USD 95000.00 125000.00 YEAR
Job Description & How to Apply Below
Position: Hybrid Tax Planner for Wealth Strategy (Philly-area)

Ritholtz Wealth Management is seeking a tax professional for their team. The role involves preparing and reviewing tax returns, developing tax plans, and collaborating with wealth advisors. The ideal candidate has 3–5 years of experience, strong tax knowledge, and a CPA or EA designation.

Located in the Philadelphia area, this hybrid role offers comprehensive benefits and a culture focused on diversity and inclusion. Candidates are encouraged to apply if they are local or planning to relocate.

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