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