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Associate Financial Advisor/Tax Attorney

GW & Wade, LLC Palo Alto, CA
  • Posted: over a month ago
  • Full-Time
  • Benefits: Medical, Life Insurance, 401k

Responsibilities:

Directly support one of GW & Wade’s client Counselors regarding issues such as:

  • Investment portfolio construction and management; long-term investment strategy
  • Income tax planning, including federal and state tax return preparation and tax dispute resolution
  • Public and private company stock, stock options, restricted stock units, and stock purchase plans
  • Retirement and other forward-looking planning
  • Estate plan architecture; gifting strategies; estate and gift taxes

Requirements:

  • One or more of the following credentials: 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
  • Exceptional interpersonal and communication skills: the successful candidate eventually will work with clients, give group presentations, and participate in new business development
  • Works effectively in a team environment
  • Detail oriented and strong organizational ability
  • Extensive Microsoft Office expeience and good overall computer skills

Desired Experience:

  • Knowledge and experience with individual income tax issues & return preparation
  • Experience serving executive/professional clients and exercising a high level of discretion
  • Completed continuing finance education and licensing requirements (Series 65; Certified Financial Planner designation)

Salary commensurate with experience.

GW & Wade, LLC

GW & Wade is an independently managed, fee-based financial advisory firm with $6 billion of assets under management (12/31/18). Our offices are located in Wellesley, MA, Palo Alto, CA, and Reston, VA. Since 1986, GW & Wade has been an industry-leading financial adviser, providing successful executive management teams, individuals and their families with holistic tax planning, retirement planning, estate planning and investment management services. Please visit www.gwwade.com for more information about the company.

Address

540 Cowper St, Palo Alto, CA 94301
Palo Alto, CA
USA

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