Tax & Wealth Advisor | RIA Firm | Up to $150K Base + Bonus

Location: 4 days in office in either Richmond, VA or Pittsburgh, PA

About the role

We're partnering with an established, highly respected multi-family office that works with high-net-worth and ultra-high-net-worth families on complex financial, tax and wealth planning needs. The firm takes a truly holistic approach, bringing Tax, Financial Planning, Investments, Estate Planning, Philanthropy and Family Office services together to provide clients with comprehensive advice. This is a unique opportunity for a tax professional who wants to move beyond traditional compliance and become a meaningful part of the broader client advisory relationship. You’ll work with sophisticated families, have direct client exposure, and collaborate closely with attorneys, CPAs and other professional advisors.

Responsibilities

• Serve as a primary advisor for assigned HNW/UHNW client relationships
• Prepare individual, trust, partnership, nonprofit & gift tax returns, including 1040s, 1041s, 1065s, 990s & 709s
• Provide tax planning, projections & preparation as part of broader client financial planning
• Work across estate planning, investment coordination, cash flow planning & family office needs
• Lead client meetings and work directly with clients, CPAs, attorneys, business managers & other professional advisors
• Support complex family office relationships and coordinate deliverables across internal teams

Requirements

• 5+ years of experience across Tax, Financial Planning, Family Office, Investment Advisory or a related client advisory environment
• Strong hands-on tax preparation + tax planning experience
• CPA, CFP or EA required
• Experience working with HNW/UHNW clients and managing client relationships
• Strong communication skills and the ability to translate complex tax & financial concepts into practical advice

Benefits

• Comprehensive medical, dental, vision, life & disability benefits
• 401(k) with profit sharing
• Professional development, certification & continuing education support
• PTO, parental/family leave & flexible scheduling

Pay

Up to $150K base salary + bonus

Schedule

4 days/week in office with hybrid/remote flexibility