A $6 billion private wealth advisory firm providing tax and investment management services to high net worth clientele seeks an Associate Financial Advisor/Tax Attorney [CPA].
GW & Wade is an independently managed financial advisory firm with $6 billion of assets under management (12/31/18). Our offices are located in Wellesley, MA, Palo Alto, CA and Reston, VA. Since 1986, GW & Wade has been an industry-leading financial adviser, providing successful executive management teams, individuals and their families with holistic tax planning, retirement and estate planning and investment management services.
Responsibilities
Directly support one of our client Counselors regarding issues such as:
Investment portfolio construction and management; long-term investment strategy
Income tax planning, including federal and state tax return preparation and tax dispute resolution
Public and private company stock, stock options, restricted stock units, and stock purchase plans
Retirement and other forward-looking planning
Estate plan architecture; gifting strategies; estate and gift taxes
Requirements
One or more of the following credentials: law degree (JD, LLM); advanced tax degree/designation (Master of Taxation, LLM, CPA, EA, CFP); CFA
1-3 years of professional experience in finance, accounting, law, and/or taxation. We are willing to consider applicants with less than one year of experience if they have a demonstrated interest in wealth management and tax preparation
Exceptional interpersonal and communication skills: the successful candidate eventually is expected to work with clients, give group presentations, and participate in new business development
Works effectively in a team environment
Detail oriented and strong organizational skills
Extensive Microsoft Office experience and good overall computer skills
Knowledge and experience with individual income tax issues & return preparation on Prosystem FX highly preferred
Experience
Salary commensurate with experience
Experience serving executive/professional clients and exercising a high level of discretion
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