Robert Half Wealth Planning Tax Strategist in COLORADO SPRINGS, Colorado
Description The largest local CPA firm in Colorado is seeking a Wealth Planning Tax Strategist supporting the firm's clients, specifically high net-worth individuals. This firm has been in business for over 30 years and continues to growth. This is a unique environment that fosters creativity, rewards individuals who bring value to their clients, and provides work life balance. The Wealth Planning Tax Strategist is responsible for facilitating the delivery of client services to high net-worth individuals and families to develop and tailor comprehensive estate and income tax solutions in the Colorado Springs & Denver markets For immediate consideration, please apply directly to this ad.
Responsibilities for the Wealth Planning Tax Strategist include:
•Advise high net-worth clients on a full spectrum of tax services including wealth transfer, charitable and retirement planning, and tax compliance • Participate in prospective client proposals and intentionally plan to build new client relationships • Actively assist in identification of opportunities to expand business opportunities • Develops a thorough understanding of needs, goals, and financial position to help clients strategize in a clear and supportive manner • Maintain detail oriented standards through an in-depth understanding of capital markets, financial and estate planning, banking, and industry trends that impact clients • Analyze overall personal financial condition including complex retirement plans, estate plans & documents, investments, taxes, insurance, cash flow, cash management and budgets • Review complex gift and estate tax returns. • Conduct internal and external speaking engagements to educate employees and both current & prospective clients on wealth planning strategies • Deliver exceptional client experience by building collaborative teams and mentoring team members Requirements • Bachelor’s degree in Finance or related field • MBA, CPA or JD Preferred • Minimum 8 years progressive experience of wealth planning experience working with high-net-worth individuals and families
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half puts you in the best position to succeed by advocating on your behalf and promoting you to employers. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity – even on the go. Download the Robert Half app and get 1-tap apply, instant notifications for AI-matched jobs, and more.
Questions? Call your local office at 1.888.490.5461. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals. Visit https://roberthalf.gobenefits.net/ for more information.