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Tax Advisor, CPA
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Full-time
- From investment strategies to retirement planning, education savings to tax and estate planning, your expertise will make a difference.
- Workclosely with the Partner teams and serveas subject matter expert to the firm on all aspects of Family CFO business
- Facilitateservices for client including investment management, retirement planning, education planning, tax and accounting services, insurance planning, banking and cash management, business planning, estate planning, and philanthropic strategies
- Series 65 required, or achievement of license required within 60 days of employment
- CFP, CPA, or CFA required
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