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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


  • 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 

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