Jobs for People with MS: National MS Society

Description

Please apply here and contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity.

Join our client, a thriving advisory and wealth management firm boasting approximately $5 billion in assets under management, as an Associate Tax Wealth Advisor based in Menlo Park.

This role offers a hybrid work model, providing a competitive salary and bonus structure. Dive into a dynamic environment where you'll have the opportunity to grow your career while making a meaningful impact on clients' financial success.

Some Responsibilities of an Associate Tax Wealth Advisor include:

• Prepare meeting materials including agendas, reports, and analyses.

• Manage the firm's portfolio accounting and performance reporting system.

• Help execute client recommendations.

• Create financial projections using advanced Excel models.

• Aid advisors in assessing client financial strategies through thorough research and analysis in investment, tax, estate, and financial planning areas.

• Conduct in-depth research on investment strategies, tax planning, estate planning, regulations, and market trends.

  Requirements

• 2-5 years of experience in individual tax return preparation

• Preferred qualifications include CPA, CFA, CFP, or similar designations

• Ideally on the path to CFP certification and have experience at another RIA

• Proficiency in Excel and strong quantitative skills for financial analysis model development

• Excellent communication skills, particularly in client interactions

Please contact Michelle Espejo via LinkedIn or email for additional info or any questions you may have.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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