NexWealth · 1 week ago
Tax Planner, CPA
Philadelphia, PA
Full-time
Onsite
Entry, Mid Level
2+ years expNexWealth is a registered investment advisor and multi-family office, offering a challenging opportunity for a Tax Planner. The role involves working with firm executives to provide client servicing to high-net-worth clients, focusing on areas such as asset protection, income tax efficiency, and trust and estate planning.
Responsibilities
Speak with clients to identify client issues, then design and implement strategies to address income tax, retirement, asset protection, and other planning needs
Ensure clients are continually educated on new planning strategies and other firm initiatives
Work directly with clients' outside advisors (attorneys, CPAs, insurance brokers) to implement planning strategies
Oversee and participate in custodial account opening, titling of assets and beneficiary designations, tax efficiency of money movement
Work closely with the team providing service and support functions such as money movement, account creation and maintenance, and client/prospect meeting preparation
Participate in client meetings when necessary
Provide client relationship support, assist in client conversations around tax concepts, planning, and inquiry
Assist in daily/monthly/quarterly maintenance of custodial, reporting and CRM systems
Qualification
Required
CPA License
Bachelor's degree in accounting, finance, economics, or a related field with high GPA
Minimum 2-year experience in financial services wealth advisory
Strong attention to detail while working at a fast pace
Strong fluency with Excel formulas and functions
Proficiency with Microsoft Office suite including Excel, PowerPoint, Word
Ability to analyze and do computations on financial data
Learn and adapt to new software systems quickly
Preferred
Experience with individual tax returns
Experience with Addepar reporting software
Experience with custodian platforms (Fidelity Wealthscape, Schwab Advisor Center)
Company
NexWealth
The NexWealth family office was created to meet the needs of a limited number of families who needed more integration, transparency, and customization that the industry has to offer.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Matthew West, CIMA
Founder
Company data provided by crunchbase