Tax and Financial Planning Associate

Operose Advisors

Tax and Financial Planning Associate

Operose delivers customized financial solutions to meet the investment advisory, family office, tax and alternative investment needs of our clients. We assess our clients’ current financial situation to tailor a unique solution that aligns with their desired outcomes and objectives. Our high-touch service is backed by institutional strength, allowing us to deeply invest in our clients’ financial success and execute with swift, discerning confidence. The Tax Associate role is dedicated to providing support for Operose Tax Services.  

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Operose Tax Services

·       Prepare and file tax returns for new and existing clients.

·       Provide accounting, tax consulting, and financial planning services to clients.

·       Maintain broad industry network of tax/CPA professionals.

Operose Advisors

·       Work closely with the Operose Advisors investment team and clients on optimizing after-tax portfolio outcomes and supporting growth in the advisory business.

·       Accountable for operational and reporting aspects of certain family office or other complex client relationships. 

·       Assist in the preparation of financial plans.

·       Present findings/output of financial planning and tax optimization strategies to clients.

QUALIFICATIONS AND EDUCATION REQUIREMENTS:

·       Bachelor’s degree with very strong academic credentials and a record of achievement

·       One to two years of experience preferred

·       Exceptional written, verbal, and technical skills required

·       Experience with Envestnet/Tamarac and Right Capital preferred but not required.

·       Excellent communication and relationship building skills, with the ability to work effectively with clients, colleagues and vendors

·       Strong organizational skills and attention to detail with the ability to manage multiple tasks while maintaining a positive attitude 

COMPENSATION AND BENEFITS:

·       Health, Dental and Vision Insurance

·       401(k) plan with employer match

·       Profit Sharing

·       Paid-time-off

Seniority Level: Associate

Employment Type: Full-time, in-person

Job Functions: Tax Services/Operations

Industry: Financial Services

How to Apply

Interested candidates should submit a resume to:  

Mandy Nowaczynski

Email: mmn@operoseadvisors.com

 Phone: (414) 209-3280