What are the responsibilities and job description for the Wealth Advisor & Head of Tax – Family Office position at The Well?
Wealth Advisor & Head of Tax – Family Office
Location: Golden, CO (Onsite)
Compensation: $225,000 Base Salary
Our client — a growing, faith-forward family office based in Golden, CO managing $2.5B in assets under advisement for approximately 50 high-net-worth families — is hiring a Wealth Advisor & Head of Tax to join their leadership team.
Why this role?
- Serve as firm-wide Head of Tax, setting tax strategy and standards across every client relationship
- Own a select book of extraordinary families — guiding them through investments, estate planning, philanthropy, and business ownership
- Join a firm built on endowment-style investing, low-cost direct indexing, and sophisticated alternatives (private equity, private credit, venture)
- Step into a newly created seat with real influence — not a production-driven sales role
- Work alongside a collaborative, faith-aligned team that values relationships over transactions
What you bring:
- CPA, Tax Attorney, or JD with a tax focus (strongly preferred)- Series 65 (or ability to obtain)
- 3–5 years in tax strategy, wealth management, or family office services
- A relational, “walk into the room and lead” presence — clients need a trusted advisor, not a technician
- CFP®, CFA®, or CPWA® a bonus
What we offer:
- $225,000 base salary
- Comprehensive benefits package
- Half-day Fridays — the whole team is typically done by 2pm
- Based in Golden, CO — minutes from Red Rocks, whitewater rafting, and some of the best hiking/mountain biking in the country
Salary : $225,000