Territory Manager-Pleasant Hill
NPAworldwide, Pleasant Hill, CA, United States
Why a Great Opportunity
Move away from busy seasons and tax compliance to holistic wealth management with all necessary training provided. Job Description
Seeking tax professional with HNW tax experience to transition to high level planning position at top-tier financial planning firm in San Francisco or Los Angeles, CA. Advise clients with regard to sophisticated tax planning strategies including estate, income tax, business succession and philanthropic planning Work closely with the investment, trust, and private banking teams to surround the client with subject matter experts in all areas of holistic wealth management Firm also seeking a mid-level associate with 5+ years’ tax background to work with senior planners Qualifications
RequiresCPA, M.A. in tax or JD with current or prior experience at public accounting firm.
Move away from busy seasons and tax compliance to holistic wealth management with all necessary training provided. Job Description
Seeking tax professional with HNW tax experience to transition to high level planning position at top-tier financial planning firm in San Francisco or Los Angeles, CA. Advise clients with regard to sophisticated tax planning strategies including estate, income tax, business succession and philanthropic planning Work closely with the investment, trust, and private banking teams to surround the client with subject matter experts in all areas of holistic wealth management Firm also seeking a mid-level associate with 5+ years’ tax background to work with senior planners Qualifications
RequiresCPA, M.A. in tax or JD with current or prior experience at public accounting firm.