Wealth Strategist, CPA

Memphis, TN - USA

Monthly Salary: Not Disclosed

Posted on: 13-09-2025

Vacancies: 1 Vacancy

Job Summary

Multi-Family Office seeks candidate with UHNW tax experience to counsel clients (25mm client range) regarding comprehensive wealth planning. No tax compliance/billable hours/sales!

Opportunity for tax professional to train and transition to a wealth management career with well-established firm
Learn all aspects of wealth planning for UHNW clients
Reports to the Chief Wealth Strategist (JD/CPA)
Manage client engagements with the goal of developing complex wealth planning solutions and strategies
Emphasis on high-touch client service
Extensive opportunity to take on new responsibilities and advance within the organization
No tax compliance no selling no busy seasons; Excellent work/life balance
Requires 12 years tax estate or financial planning experience; CPA or CFP a plus

Relocation Assistance Available

Multi-Family Office seeks candidate with UHNW tax experience to counsel clients (25mm client range) regarding comprehensive wealth planning. No tax compliance/billable hours/sales!Opportunity for tax professional to train and transition to a wealth management career with well-established firmLearn a...