Vice President, Tax – Wealth Management

Overview

• Lead tax planning initiatives for ultra-high-net-worth clients, ensuring comprehensive and coordinated wealth management strategies.
• Collaborate with client advisors to deliver tailored financial planning solutions across diverse domains.
• Develop and maintain relationships with external advisors to enhance service offerings.
• Provide mentorship and training to internal teams on tax concepts and best practices.
• Create educational materials and presentations to support client and internal development.
• Ensure the delivery of high-quality, consistent planning advice across the organization.
• Engage in strategic discussions to address complex financial and risk management matters.
• Contribute to the firm's platform development and content curation efforts.

Key Responsibilities & Duties

• Serve as a subject matter expert on complex tax and planning issues for client teams.
• Collaborate with advisors to identify client needs and develop actionable strategies.
• Review client materials to highlight key considerations and risks.
• Participate in client meetings to provide senior-level planning expertise.
• Manage relationships with external service providers and curate preferred advisor lists.
• Develop internal training sessions and educational content for client advisors.
• Monitor and communicate updates on tax laws and best practices to internal teams.
• Support the firm's efforts in enhancing planning quality and consistency.

Job Requirements

• Bachelor's degree in a relevant field, CPA certification preferred.
• Minimum of 6 years of experience in tax planning and wealth management.
• Proven expertise in planning techniques for ultra-high-net-worth clients.
• Strong organizational and project management skills.
• Excellent communication abilities to simplify complex topics.
• Demonstrated ability to build and maintain professional relationships.
• Experience in mentoring and educating teams on financial concepts.
• High degree of professionalism, discretion, and judgment.