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Job Description
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Support one counselor
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Manage and construct investment portfolios and long-term investment strategies
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Income tax planning (preparation and resolve tax disputes)
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Deal with public and private company stock
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Estate plan architecture, gifting strategies, and estate and gift taxes
Qualifications
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One or more of the following - law degree (JD, LLM), advanced tax degree/designation (Master of Taxation, LLM, CPA, EA, CFP), CFA
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2-3 years of professional experience in finance, accounting, law, and/or taxation
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Interpersonal and communication skills
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Extensive Microsoft Office experience and good overall computer skills
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Knowledge and experience with individual income tax issues & return preparation preferred
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