More jobs:
Wealth Strategist CPA
Job in
Memphis, Shelby County, Tennessee, 37544, USA
Listed on 2026-01-12
Listing for:
ECG Resources
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Overview
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!
Responsibilities- Manage client engagements with the goal of developing complex wealth planning solutions and strategies
- Learn all aspects of wealth planning for UHNW clients
- Emphasis on high-touch client service
- Reports to the Chief Wealth Strategist (JD/CPA)
- Opportunity for tax professional to train and transition to a wealth management career with a well-established firm
- Extensive opportunity to take on new responsibilities and advance within the organization
- No tax compliance, no selling, no busy seasons; excellent work/life balance
- Requires 12+ years tax, estate, or financial planning experience
- CPA, or CFP a plus
Relocation assistance available.
#J-18808-LjbffrTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×