Job Description

• Support one counselor

• Manage and construct investment portfolios and long-term investment strategies

• Income tax planning (preparation and resolve tax disputes)

• Deal with public and private company stock

• Estate plan architecture, gifting strategies, and estate and gift taxes

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Qualifications

• One or more of the following - law degree (JD, LLM), advanced tax degree/designation (Master of Taxation, LLM, CPA, EA, CFP), CFA

• 2-3 years of professional experience in finance, accounting, law, and/or taxation

• Interpersonal and communication skills

• Extensive Microsoft Office experience and good overall computer skills

• Knowledge and experience with individual income tax issues & return preparation preferred