For details on salary, benefits and more details, please reach out to Michael Lauer Menlo Park (hybrid schedule)Associate Wealth Advisor (Tax)Up to 140K Bonus Our client is an RIA with over $4.0 billion in assets under management across 150 families. They are looking for an Associate Wealth Advisor who specializes in Tax to join their team. Responsibilities includePrepare agendas, reports and analyses for client meetingsPlay a key role in the ongoing maintenance of the firm’s portfolio accounting and performance reporting system Assist in the execution of client recommendationsRun financial projections for clients using sophisticated Excel models Assist advisors in evaluating various financial decisions and strategies for clients by conducting research and complex financial analyses on a wide range of investment, tax, estate and financial planning topicsPerform general research in areas of investments, income tax planning, estate planning, impact of recent regulations, and financial markets.