Wealth Advisor/Tax Associate Position: Full-Time

Salary Range: $60K-$90K (based on experience) + Future Consideration for Ownership

Work-life balance, casual Fridays, half-day Fridays during the summer, and opportunities to work from home.

Local Wealth Management firm in Cincinnati, Ohio is looking to hire a Wealth Advisor/Tax Associate that will help assist in tax preparation, tax planning, and client service. The ideal candidate for this position has experience preparing tax returns for individuals and is interested in working with clients in an overall wealth advisory role. While experience in wealth management is not a requirement for this position, it is a major role and there should be interest in building client relationships. If you are interested in learning more about this opportunity, please submit a cover letter and resume to amolnar@thorwm.com.

Responsibilities

-Assist with tax preparation

-Assist advisors with client tax planning

-Manage client relationships

Qualifications

-3-5yrs experience in tax

-Organization

-Attention to detail

-Good communication skills

-Willingness to learn

-Interest in financial advisory

Software/Technology:

-Salesforce

-Right Capital

THOR Wealth Management

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Wealth Advisor/Tax Associate