Tax/Wealth Planning Advisor | St. Paul, Minnesota

Reference Number: HRJ6702
Location: St. Paul, Minnesota

Judson Group has partnered with a privately held wealth management firm in the search for a Tax/Wealth Planning Advisor located in St. Paul. This is a client facing position partnering with an Investment Advisor to manage existing client relationships and the Advisor won’t be responsible for developing new business. The role requires extensive tax and financial planning knowledge.

Responsibilities:

  • Maintain the client relationships, administration, and servicing of all tax needs of assigned clients.
  • Review all tax documents, ensuring accuracy and tax compliance.
  • Perform tax planning and reviews tax projections.
  • Collaborates and assists various team members to ensure client and team objectives are met.
  • Advice clients on personal financial planning, retirement planning, cash flow forecasting, and estate planning.

Requirements:

  • BA/BS preferably in Accounting or a related field; CPA or JD preferred, CFP highly desired.
  • Minimum of 7-10 years of relevant experience.
  • Experience consulting mid-to-high net worth clients highly preferred.
  • Strong knowledge and passion for tax services and exceeding customer expectations.
  • Organized and detail oriented while managing and prioritizing multiple tasks simultaneously.
  • Able to work under pressure and meet deadlines in a fast-paced, demanding environment.

Compensation:
Commensurate with experience.

Location:
St. Paul, Minnesota

Reference Number: HRJ6702

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