Tax Planner

Ritholtz Wealth Management is a fast-growing Registered Advisory (RIA) firm headquartered in New York City with clients and employees nationwide. We are growing a cutting-edge Registered Investment Advisory (RIA) firm seeking highly motivated and career-oriented individuals who can thrive in an energetic and collaborative environment and enjoy the challenges of providing exceptional service to our clients. We are seeking a Tax Planner for our growing tax practice.

Many RWM clients started as followers of the firm’s substantial media and content footprint, which includes weekly podcasts that can be viewed on The Compound - YouTube.

Our employees enjoy being part of a dynamic team, meaning you will work with an innovative firm shaping the investing future. We provide better client outcomes through leading content & communication, technology solutions, and time-tested investment strategies. RWM has found its niche in reaching clients through entertaining and informative content and providing better solutions by taking on new opportunities. All while leaving its own personal footprint within the industry with conferences like the Future Proof Festival.

Learn more about our Tax practicehere!

Veterans and/or Military spouses are encouraged to apply.

A day in the life of a Tax Planner can look like this:

Building and reviewing client tax plans and projections

Assisting the Tax Manager with income tax filing for 300+ individuals

Developing experience and proficiency in income tax filing matters

Working with advisors to develop tax strategies to achieve clients’ financial goals

Ensuring that invoices are in agreement with client billing arrangements & records

Preparing/reviewing financial statements and reporting packages, including P&L, balance sheet, and cash flow; investigating variances and trends

This opportunity might be a good fit for you if:

You pay attention to details

You are organized, and nothing falls through the cracks on your watch

You like solving problems, taking on new challenges, and finding creative solutions

You enjoy helping people and helping clients reach their financial goals

You write well, speak eloquently, and can explain just about anything to anyone

You think on your feet and love learning new things

You are motivated, driven, and always volunteer for new challenges

You are comfortable collaborating with diversified distributed teams and roles in a remote environment

To succeed in this role, you will:

Have 1-5 years of experience in either public accounting, tax filing, tax planning, or financial planning

Be excited to tackle tax-related projects and solve individual tax issues

Be computer-savvy and capable of learning new software applications with relative ease

Bonus Skills

CCH Axcess or other professional tax software

Schwab, Fidelity, or equivalent brokerage platform

Orion or other portfolio management platform

Salesforce (or equivalent client resource manager)

What is great about us? We offer fantastic perks and benefits such as:

Great company culture

We embrace diversity and inclusion

Hybrid/Remote/Work from home

Comprehensive benefits package

401k with match

Generous time off

Paid Parental Leave

Support for community volunteering

Discretionary quarterly profit pool distribution after one year of employment

How do we stay compliant?

We participate in E-Verify. We will provide the U.S. Social Security Administration (SSA) and, if necessary, the U.S. Department of Homeland Security (DHS) with information from each new employer’s Form I-9 to confirm work authorization.

Benefits:

401(k)

401(k) matching

Employee discount

Paid time off

Parental leave

Check out some of our footprints:

The Compound - The Compound brings you the latest in business, investing, economics, finance, and more! Michael Batnick, Josh Brown, Barry Ritholtz, Ben Carlson and the rest of the gang upload new videos weekly!

Animal Spirits- A podcast about markets, life & investing with Michael Batnick & Ben Carlson

Future Proof- A first-of-its-kind outdoor wealth management conference located on the boardwalk in Huntington Beach, CA, and on the beach in Miami

Experience:

Tax experience: 1 - 5 years Tax experience and/or 1-5 years Planning experience

License/Certification:

CPA or EA (Required) and CFP (Optional)

Originally posted on Himalayas