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KBW Financial Staffing & Recruiting · 7 hours ago

Wealth Tax Strategist

Winchester, MA

Full-time

Onsite

Mid Level

3+ years exp

KBW Financial Staffing & Recruiting is a fiduciary wealth management firm in the Waltham MA area seeking a Wealth Tax Strategist. The role involves supporting client analysis, preparing planning materials, and contributing to a collaborative advisory process in wealth management.

CrowdfundingFinancial ServicesHuman Resources

Growth Opportunities

Responsibilities

Participate in client meetings with the Wealth Manager

Support comprehensive financial planning, trading, and portfolio management

Prepare meeting materials and coordinate follow-up with clients, attorneys, accountants, and HR contacts

Apply CPA expertise to equity compensation and tax planning (ISOs, NSOs, RSUs, ESPPs, AMT)

Respond to day-to-day client needs and ensure timely execution of planning items

Qualification

Active CPA designationTax planning experienceHigh-net-worth tax planningEquity compensation planningCFP® designationPublic accounting experience

Required

Active CPA designation with strong tax planning experience, ideally in the high-net-worth space

Help with high-net-worth personal tax planning

4+ years in public accounting, tax advisory, or related financial services

Preferred

Familiarity with equity compensation planning is a plus

CFP® designation (or willingness to pursue it with our firm's support)

Benefits

Bonus

Company

KBW Financial Staffing & Recruiting

KBW Financial Staffing & Recruiting is a staffing and recruiting company providing accounting and financial placement services. It is a sub-organization of BANKW Staffing.

Founded in 2005

Bedford, New Hampshire, USA

11-50 employees

https://www.kbwfinancial.com/

Funding

Current Stage

Early Stage

Leadership Team

Jason Alexander

Chief Revenue Officer (CRO)

Matt Nagler

Managing Partner

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