What are the responsibilities and job description for the Tax & Wealth Planning Consultant position at Masis Professional Group?
I hope your day is going well.
I a Senior Investment Recruiter with Fanning in Boston and your name came up in my search for the below opportunity at a Boston based Asset Manager
Tax and Wealth Planning Consultant
A Boston based asset management firm is seeking a seasoned tax and wealth associate to serve as a subject matter expert for the firms sales team to offer additional value to the advisor and client engagements.
A highly visible role will shape planning conversations around tax strategy, wealth transfers, liquidity events and investment solutions to strengthen advisor relationships and support business growth.
- Serve as a senior planning and act as subject matter on tax outcomes, wealth transfers, policy developments and product applications.
- Assess industry regulations and policy changes, that effect clients and advisors
- Deliver presentations to executives, advise on tax aware products and services
10 years of investment wealth experience, CPA, JD, CFP strongly preferred
Ability to travel 25% for advisor meetings, conferences