| Location: |
FL-W Palm Beach
Southeast (AL, FL, GA, LA, MS, NC, SC & TN) |
| Salary Range: |
150,000 - 200,000 |
| Total Compensation: |
200,000 - 400,000 |
| Job Description: |
~Provide in-depth financial analysis and tax advice to ultra high net worth individuals and families, 50MM – 1B+; Extensive client contact ~Develop and implement strategies for tax and estate planning, wealth transfer, and all aspects of financial planning |
| Education and Certifications/Licenses: |
Bachelor's, None, None |
| Mandatory Minimum Qualifications: |
~Individual high net worth income tax background at high profile accounting firm ~Excellent relationship management skills in the 50MM+ arena ~Experience advising families on complex income and estate/gift tax structures and wealth transfer modeling |
| Preferred Qualifications: |
|
| Benefits: |
standard
|
| Overnight Travel: |
Limited Travel |
| Relocation Assistance: |
Might Consider, will consider relocation on a case by case basis |
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