Tax Advisor

Collaborate closely with Partner Teams and fellow Advisors, tackling unique and complex client situations. From investment strategies to retirement planning, education savings to tax and estate planning, your expertise will make a difference. Lead client meetings, guiding them through financial action plans and annual reviews. Every interaction will be an opportunity to make a meaningful impact.

Essential Responsibilities

• Work closely with the Partner teams and serve as subject matter expert to the firm on all aspects of Family CFO business
• Keep Partner informed on team and client issues
• Lead client meetings including first interviews, confidential fact-finding, financial action plans, implementation meetings, and reviews
• Prepare and/or review financial action plans and projections put together by team members
• Facilitate services for client including investment management, retirement planning, education planning, tax and accounting services, insurance planning, banking and cash management, business planning, estate planning, and philanthropic strategies
• Develop and source new business with prospect and referral pipeline
• Participate in testing new technologies for the firm and apply complex testing skills utilizing financial planning expertise
• Help to lead firm and team in strategic planning discussions and execute vision
• Assist team to enhance training and deliver absorbable reporting to the client
• Teach systems knowledge and efficiency within Moneta University learning management platform
• Collaborate with the Partner to carry out marketing and business development opportunities
• Participate in Moneta Executive Mentorship program as well as provides coaching, mentoring, and training to team members
• Conduct annual performance appraisals for direct reports
• Assist in interviewing and hiring of team members
• Champion team vision and lead by example
• Travel as necessary to meet with clients
• Commitment to ongoing education to remain an authority in family CFO matters

Requirements

• Series 65 required, or achievement of license required within 60 days of employment
• B.S. Business, Accounting, or Finance required; MBA or J.D. preferred
• CFP, CPA, or CFA required
• Ten or more years of relevant industry experience preferred