Senior Tax Planner, Wealth Management

As a Senior Tax Planner on our Wealth Management team, you'll ensure that financial plans built for our high-net-worth clients are optimized for tax efficiency. Your job isn't to build a financial plan from scratch , it's to take an already sound plan and push it further: identifying every applicable strategy and maximizing tax alpha for each and every wealth management client we serve.

This is a role for someone who thinks like both a tax expert and a financial planner. You'll need the technical depth to spot the strategy, and the CFP-level fluency in financial planning to know how it fits into the bigger picture of a client's plan.