What are the responsibilities and job description for the Tax Advisory Analyst | Multi-Family Office position at ECG Resources, Inc.?
Tax Advisory Analyst | Charlotte
A well-established financial planning and advisory firm in Charlotte, North Carolina, is seeking a Wealth Analyst to join its collaborative, team-driven environment. This role supports senior advisors across core planning and analytical functions, and offers broad exposure to the firm’s wealth planning process.
The ideal candidate is analytical, detail-oriented, and comfortable working in Excel and PowerPoint, with an interest in building a long-term career in wealth management. The firm is open to candidates at varying stages, from strong, recent graduates to experienced professionals looking for stability, mentorship, and meaningful work in a non-sales setting.
Key Responsibilities
• Support tax and strategic wealth planning for UHNW clients
• Build and maintain financial models, spreadsheets, and analyses
• Prepare clear, data-driven presentations and materials
• Work closely with senior team members on planning and research initiatives
Qualifications and Experience
Strong analytical and quantitative skills
Advanced Excel proficiency and solid PowerPoint skills
Self-directed, curious, and comfortable owning work
Base salary with generous incentives and strong benefits. Local candidates only.