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    Wealth & Tax Advisor - Scottsdale, United States - CFA Institute

    CFA Institute
    CFA Institute Scottsdale, United States

    4 weeks ago

    Default job background
    Description
    The Opportunity

    Fortitude Family Office is looking for an experienced wealth & tax advisor to join our team.

    This role will be responsible for taking ownership of all aspects of the client engagement; interacting with clients, delegating and reviewing work, and completing follow-up items.

    You will engage with families on all Fortitude's services – Investment Management, Wealth Planning & Coordination, Tax Planning & Compliance, and Personal CFO Support.

    The Expectations

    Assess client's overall financial picture, understand their needs, and develop a solid financial plan

    Help gather financial information and prepare net worth, cash flow, investment planning, investment policy statements, and other tools for wealth planning engagements

    Prepare and review long-term capital sufficiency analyses based on personal financial goals, current financial data, tax rates, inflation rates, and investment assumptions

    Prepare, review, and complete individual, trust, partnership, and corporate tax returns

    The Qualifications

    5+ years of prior experience with taxes, investments, or as an accountant, financial planner, or tax preparer

    In-depth knowledge of tax or investments

    Accuracy, attention to detail, and the ability to explain complex information clearly and simply

    Must be a self-starting individual who takes responsibility for his/her work and actively sees projects through to successful conclusions while maintaining a high level of communication with team members

    Desire/ability to work successfully in a small company team environment where it is expected that you will wear many hats with varied responsibilities

    Proficiency in Microsoft Suite (Excel, Word, PowerPoint, Outlook) and ability to operate CRM and other systems

    Bachelor's degree in accounting, finance, or related field

    CFA, CPA, or CFP preferred

    The Benefits

    Competitive salary and annual performance-based bonus

    Flexible work arrangements

    Unlimited PTO and 10 paid holidays per year

    Medical, dental, and vision health plans with generous employer contribution

    Supplemented health savings account (HSA)

    Short and Long-term disability coverage paid for by employer

    Flexible 401(k) retirement benefits with employer contributions

    Opportunity for advancement based on performance, personal growth, and cultural fit

    Work with a team-oriented culture that supports continuing education and career growth

    Strong support for volunteer, community and/or industry involvement

    #J-18808-Ljbffr
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