What are the responsibilities and job description for the VP Tax, Wealth Strategist position at Landing Point?
Company Overview:
A multi-family office with $32 billion in assets under management, focusing on providing holistic wealth management services to high-net-worth families, is seeking a Vice President of Wealth Strategies. This role will focus on individual income tax planning and operate across client teams.
Job Responsibilities:
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A multi-family office with $32 billion in assets under management, focusing on providing holistic wealth management services to high-net-worth families, is seeking a Vice President of Wealth Strategies. This role will focus on individual income tax planning and operate across client teams.
Job Responsibilities:
- Serve as a subject matter expert to client coverage teams on complex tax and planning matters
- Ensure client teams deliver high-level and effective advice on tax and other planning topics
- Partner closely with Client Advisors to identify issues, develop strategies, and prepare for client engagements
- Review client materials and third-party analyses to highlight key considerations, tradeoffs, and risks
- Help frame and advance discussions across tax, insurance, liquidity, lending, and risk-related matters
- Develop and maintain relationships with external accountants, insurance advisors, and other service providers
- Partner with internal teams to develop educational materials for clients and prospects
- Educate and mentor internal client advisors on tax concepts
- CPA with a strong foundation in tax planning and preparation for Ultra High Net Worth families
- 6 years of relevant experience in tax planning and wealth management
- Demonstrated ability to coordinate across multiple advisors and disciplines
- Advanced Microsoft Office skills
The post VP Tax, Wealth Strategist appeared first on Landing Point.
Salary : $130,000 - $170,000