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Zeke Capital Advisors is a private multi-family office with over $5 billion in assets under management. The Wealth Planner supports the Relationship Management team in providing wealth planning services to the firm’s client families. In this role, the Wealth Planner takes responsibility for analysis and work product on all facets of the client’s comprehensive wealth plan. These plans focus on cash flow analysis, insurance analysis, education funding analysis, executive compensation issues and stock option analysis, income tax planning, charitable planning, business succession, asset protection, and estate and wealth transfer planning. In conjunction with these analyses, the Wealth Planner also reviews documents such as wills, trusts, corporate governing documents, and others.

In delivering their expertise, the Wealth Planner partners with the Relationship Management team during the consultative process with the client and assists with overall client discovery. The Wealth Planner delivers the plan in partnership with the relationship team and follows up on status of action items identified from the wealth planning process. Additionally, the Wealth Planner may work on research projects, presentations, writing assignments, or other projects as they arise.

Desired Skills and Experience

• 3+ years of experience in one or more of the following: tax planning, financial planning, or wealth planning
• JD, CFP®, CPA, or similar preferred
• Experience with financial planning software
• Effective written and verbal communicator, able to lead client wealth planning discussions
• Well organized, self-starter who can effectively manage and prioritize workflow from several relationship managers

Please send resumes to Filippa DePaolo at depaolo@zekecapital.com.

Main Line Estate Planning practice seeks attorney with minimum 1 year relevant experience. Send resume with cover letter and salary requirement to responses10@gmail.com.

West Capital Management is currently seeking a Senior Wealth Planner to work directly with current and prospective clients. The individual must currently demonstrate wealth planning expertise in one or more areas of estate planning, income tax planning, asset protection techniques, retirement planning, cash flow analysis, insurance planning, and income tax efficiency. The Senior Wealth Planner will have the ability to grow through exposure to high net worth clients with sophisticated planning needs and by working with the existing Wealth Planning team to design and implement financial planning strategies.

About the company: West Capital Management is a growing, fee-only Registered Investment Advisor (“RIA”) serving as a multi-family office for high net worth and institutional clients. The distinct Advisory, Research, and Planning departments each consist of credentialed specialists and advise clients in the areas of investments and financial planning. West Capital Management currently advises on approximately $800M assets under discretionary management for approximately 300 families and has been experiencing significant organizational growth.

Employment with West Capital Management offers:

• Competitive base salary commensurate with experience
• Additional performance based compensation
• An opportunity to work in a dynamic, fast paced and growing environment
• A focus on employee professional growth
• Comprehensive health benefits package
• Company sponsored retirement plan

Responsibilities:

• Present directly to prospects and clients to discuss various wealth planning topics
• Identify client issues, then design and implement strategies to address income tax, estate planning, retirement, asset protection, and other planning needs for high net worth clients
• Primary contact for client service while providing immediate solutions or coordinating with other departments to ensure that clients’ requests are met
• Work directly with the clients outside advisors, such as attorneys, CPAs, and insurance brokers in order to implement wealth planning strategies
• Oversee and participate in aspects of custodial account opening, titling of assets and beneficiary designations, tax efficiency of money movement, and to proactively planning issues on behalf of clients
• Conduct research on client specific solutions and prepare a memorandum for the client outlining the issue and potential solutions
• Author newsletters and white papers, and participate in workshops and public speaking engagements to educate clients and market the wealth planning capabilities of the firm
• Serve on the planning committee in order to improve the firm’s planning process and to expand the firm’s competency on various planning topics

Qualifications:

• Juris Doctor degree (JD with LLM in taxation preferred) or CPA license required
• Minimum 2 years experience in Law Firm, Accounting Firm, or Wealth Management Firm; specifically focused on areas of estate planning, personal income tax planning, asset protection, and/or retirement planning
• Strong detail orientation and highly self-motivated
• Ability to manage multiple clients with competing priorities in a fast paced, and team focused environment
• Demonstrate the ability to be a team player while performing duties with minimal oversight
• Proficient with Microsoft Office: Word, Excel, PowerPoint, Outlook, CRM

Pennsylvania Trust Company, an independent and employee-owned wealth management firm headquartered in Radnor, Pennsylvania is looking to hire a Senior Tax Professional to join its Tax Department. This individual may also be considered for the position of Director of the Tax Department.

Job Responsibilities:

• Tax return preparation: individual federal, state and local income tax returns; state and federal fiduciary income tax returns; federal estate and applicable state or estate inheritance tax returns; Form 990 and 990-PF returns; Form 5227 split-interest trust returns.

• Provide guidance and thought leadership on tax and wealth planning issues to clients and trust and investment professionals.

• Meet with clients to prepare for and review tax filings and planning issues.

• Manage Department professionals and budget, and interface with senior management on Department issues (as Director).

Job Requirements:

• CPA, or equivalent experience.

• Masters in Taxation, or equivalent experience.

• Minimum of 15 years of experience in financial services, tax, or investment industries.

• Enrolled Agent preferred, but not required.

• Strong written, verbal and interpersonal communication skills.

• Proficient in Onesource and other trust/tax accounting systems, and Microsoft Office.

• Demonstrated ability to provide courteous and professional service to clients.

• Excellent organization and prioritization skills.

 Pennsylvania Trust offers compensation commensurate with experience as well as a benefits package which is inclusive of health, dental, and vision benefits, a 401k plan with company match, paid time off, and company paid life insurance.

How to Apply / Contact

Qualified applicants should forward a resume with salary requirements to jobs@penntrust.com. Resumes will be reviewed in conjunction with available career opportunities. In the event your qualifications match with an open position, an interview will be arranged.

Seeking senior or partner level attorney with 10 to 15 years of experience in private practice with skill in drafting estate documents and knowledge of estate and gift tax and income taxation of trusts and estates.  Applicants should have portable business.  Charitable planning and advising owners of closely-held businesses would be a plus.  Contact Alan Mittelman at 215-241-8912 or amitt@lawsgr.com.