Tax Associate Advisor

Tax Associate Advisor

Required Certification: Series 65

We are seeking a highly motivated and detail-oriented Tax Associate Advisor to join our team. This role will play a vital role in supporting our Certified Financial Planner (CFP) in delivering comprehensive tax planning services to our clients. The ideal candidate will combine tax expertise with a passion for client service, helping clients achieve tax-efficient strategies that align with their overall financial goals. Qualified candidates must hold a Series 65 certification and demonstrate exceptional verbal and written communication skills, a strong ability to multi-task and a friendly demeanor.

Tax Associate Advisor duties

• Collaborate with the CFP and financial planning team to integrate tax strategies into clients’ financial plans.
• Conduct tax research and stay updated on changes in tax laws, regulations, and implications for our clients.
• Prepare tax projects, identify tax-saving opportunities, and assist in implementing strategies for our clients.
• Provide recommendations for tax-efficient retirement distributions, charitable giving, estate planning, and other financial strategies.
• Act as a point of contact for client inquiries related to tax planning and coordinate with external tax professionals when necessary.
• Support the CFP in client meetings by presenting tax-related insights and recommendations.
• Maintain and manage accurate records of client tax data and planning activities in the CRM.
• Use tax and financial planning software to streamline analysis and reporting.
• Master AssetBuilder’s best practices related to our client experience and processes.
• Assist with day-to-day operations as needed or requested, such as supporting administrative needs, assisting with client documents, preparing for client meetings, and participating in quarterly initiative projects.

Skills/Experience/Requirements

• Bachelor’s degree from an accredited college or university in the areas of finance, accounting, economics, and/or related field.
• Experience in Tax experience planning, financial planning, or related field.
• Required certifications: Series 65. Preferred certifications: Financial Paraplanner Qualified Professional (CPQP), Designation Certified Financial Planner® (CFP) designation, or other relevant financial designations.
• Knowledge of financial planning principles and familiarity with tax strategies for high-net worth individuals and small businesses.
• Proficiency in financial planning tools (e.g., Holistiplan, Income Lab, Orion Planning, MoneyGuide Pro)
• Must maintain a high level of integrity.
• Maintain the utmost discretion in working with sensitive and confidential information.
• Participation in Entrepreneurial Operating System (EOS), including exhibiting AssetBuilder’s Core Values
• Results-driven, highly motivated, self-starter eager to help others plan for and protect their financial futures.
• A team player with excellent interpersonal and communicational skills. Enjoys collaboration and helping others but can also work independently on projects.
• Strong attention to detail, accurately entering and reviewing client information in the CRM.
• Proficiency with computers and Microsoft Office programs.
• Problem-solving and decision-making skills identifying issues and resolving problems in a timely manner exercising strategic thinking and mature judgement.
• Proven achievements in leadership, academics and extracurricular activities.
• Has a positive approach and demonstrates high professional standard when carrying out work.
• Client first attitude

What we offer

• Competitive salary and benefits package including health, dental, vision, and life insurance, 401(k) match, participation in profit bonus plan, paid time off, long-term disability insurance, professional development, and team building events.
• Opportunities for professional development and certification support.
• A collaborative and growth-focused work environment.
• A flexible and hybrid work environment.

If you’re passionate about delivering exceptional tax planning services and helping clients achieve their financial goals, we’d love to hear from you! Apply today by submitting your resume and a cover letter outlining your experience and enthusiasm for this opportunity.