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Associate Financial Advisor / Tax Attorney CPA
Experience
2-3 yrs required
Location
Wellesley, MA, United States
Posted on
Dec 09, 2022
Profile
Associate Financial Advisor / Tax Attorney [CPA]
The candidate will investment portfolio construction and management; long-term investment strategy. Income tax planning, including federal and state tax return preparation and tax dispute resolution. Public and private company stock, stock options, restricted stock units, and stock purchase plans. Retirement and other forward-looking planning. Estate plan architecture; gifting strategies; estate and gift taxes.
Company info
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90 Day Old Job 