Join the #1 Best Place to Work, Period. 

AdvicePeriod is a team of financial entrepreneurs with a successful history disrupting the financial services industry. Our team previously built one of the largest independent RIA’s in the country with over $10B in client assets, were ranked by Barron’s as the #1 advisor in the country, literally wrote the book on what really matters to wealth management clients, were named the #1 Best Place to Work in Los Angeles and one of Inc. magazines Best Workplaces for 2018.

We started AdvicePeriod in 2014 to be the advisory firm of the future and we’re always looking for new additions along the way. Join our award-winning team.

Tax Strategist

WHAT YOU DO:

As a Tax Strategist and a key member of our team, you will provide tax expertise and support to our advisory team in the delivery of tax, accounting, estate planning, philanthropy, financial leverage planning, entity structuring, and bill payment services to our growing base of high net worth clients. You will evaluate the tax implications of a business or individual decision in their entirety, assessing the impact on the business, individual, family, and estate. Successful candidates will welcome the opportunity to work in a holistic wealth management and fast-paced environment.

WHAT YOU BRING:

  • Bachelor’s degree in accounting, economics, or similar degree preferred
  • 8+ years of relevant tax experience
  • CPA or JD/LLM in Taxation strongly preferred
  • Proficient understanding of tax law
  • Experience with high net worth individuals and their private holdings including partnerships, gift, and estate tax
  • Previous experience using the accounting software Xero a plus
  • Organized, analytical, and detail oriented
  • Self-motivated and independent yet exhibits a team player attitude
  • Indomitable work ethic and the willingness to work additional hours as needed
  • Strong willingness to learn
  • Outstanding written and verbal communication skills
  • Ability to foster teamwork and motivate colleagues

WHAT WE OFFER:

  • Competitive salary, team-based incentive plan, 401(k), and medical/dental/vision benefits
  • Financial support for approved designations and courses
  • Training through company-sponsored events
  • An Inc. Best Workplace and Entrepreneur Top Culture environment

We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.