Family Wealth Tax Advisor
Family Wealth Tax Advisor
Calling all CPAs… yes, you – the one everyone calls when taxes get complicated! What if your next career move meant using your tax expertise to advise high-net-worth families on life-changing financial decisions? We are working on a confidential opportunity with a highly respected financial institution in the greater Sioux Falls area that offers a collaborative Wealth & Trust environment, a strong referral pipeline, exceptional compensation and benefits, real career growth, and the chance to make a lasting impact on clients with significant assets.
About the role
- Use your tax planning experience (trust or banking experience is a bonus) to advise high-net-worth families on financial decisions.
- Collaborate in a supportive Wealth & Trust environment.
- Benefit from a strong referral network.
- Enjoy exceptional compensation and benefits.
- Grow your career with real opportunities.
- Make a lasting impact on clients with significant assets.
Qualifications
- CPA certification
- Tax planning experience (trust or banking experience is a bonus)
What we offer
- Exceptional compensation and benefits
- Real career growth
- The chance to make a lasting impact on clients with significant assets
How to apply
Contact Deanna Jackson at djackson@adams-inc.com or call (402) 506-6492 for a confidential conversation. Sometimes the best opportunities are the ones you didn’t know existed.