Wealth Advisor/Tax Associate Position

Wealth AdvisorTax Associate PositionFull-TimeSalary Range: $60K-$90K (based on experience) + Future Consideration for Ownership Work-life balance, casual Fridays, half-day Fridays during the summer, and opportunities to work from home.Local Wealth Management firm in Cincinnati, Ohio is looking to hire a Wealth AdvisorTax Associate that will help assist in tax preparation, tax planning, and client service. The ideal candidate for this position has experience preparing tax returns for individuals and is interested in working with clients in an overall wealth advisory role. While experience in wealth management is not a requirement for this position, it is a major role and there should be interest in building client relationships. If you are interested in learning more about this opportunity, please submit a cover letter and resume to :-Assist with tax preparation-Assist advisors with client tax planning-Manage client relationshipsQualifications:-3-5yrs experience in tax-Organization-Attention to detail-Good communication skills-Willingness to learn-Interest in financial advisorySoftwareTechnology:-ProSeries Tax Software-Salesforce-Right Capital-HolistiplanCompany InformationRegistered Investment Advisory firm located in Cincinnati with over $550M in assets under management providing exceptional financial advice in the areas of investment management, financial, tax and estate planning to our clients. While THOR works with a wide range of clients, a large focus today is on the emerging wealth and pre-retire client demographic. These are clients that we can provide many services to and grow with throughout their lives.

Created: 2024-11-09