Tax Advisor/Wealth Manager
Company: CI Doyle Private Wealth
Location: Saint Petersburg
Posted on: July 29, 2022
Job Description:
Description
- Doyle Private Wealth (Doyle), located in St. Petersburg, FL, is
a comprehensive wealth management firm. We are dedicated to guiding
our clients through the maze that can be their financial lives.
From tax services to skilled investment management, we bring to the
table all the resources investors need today to accomplish their
goals while achieving peace of mind. Established in 2005, Doyle has
grown to an organization with a staff of 25. As a fee-only
fiduciary, Doyle oversees assets for individuals, families, and
institutions. The mission of the firm is to provide peace of mind
and guidance for life's financial challenges.
- Firm is currently looking for a Tax Advisor/Wealth Manager to
join our team. -This position will work in a team environment and
will be responsible for tax planning and tax preparation of
assigned clients. You will also expand beyond tax compliance and
play an integral role in providing comprehensive financial
planning, and investment management. - -Responsibilities
- Preparing and reviewing individual, fiduciary, business,
estate, and gift tax returns
- Identifying, researching, and implementing tax planning
strategies
- Building rapport with clients through proactive communication
and advice
- Collaborating with Wealth Management Teams in the development
of holistic financial plans
- Supporting Wealth Management Teams in the investment management
process
- Assisting the Sales Team in engaging prospective clients
- Other duties and responsibilities as assigned related to
working at a wealth management firm -Qualifications
- Bachelor's degree required
- CPA or EA required, or must have completed educational hours to
be eligible for licensure
- 2-5 years of tax/wealth management/client service experience
preferred
- Proficiency in Microsoft Office, CRM software, UltraTax,
Checkpoint, and Planner CS preferred -Skills
- The ideal candidate for the Tax Advisor/Wealth Manager role
will have a background in providing tax services for families and
their trusts, businesses, and estates. Interpersonal skills,
excellent verbal/written communication skills, and empathy are all
necessary to build strong relationships in this client-facing and
team-based role. The ability to manage multiple responsibilities
during a Spring-centric tax deadline and an eagerness to explore
and learn about much broader financial topics throughout the year
will contribute to success in this role. A dynamic work
environment, including travel to meet with clients or to speak
virtually, as well as in-office and virtual team collaborations,
makes flexibility an important characteristic of the ideal Tax
Advisor/Wealth Manager.
Keywords: CI Doyle Private Wealth, St. Petersburg , Tax Advisor/Wealth Manager, Accounting, Auditing , Saint Petersburg, Florida
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