Industry:  Financial Services

Mulberry Talent Partners has joined with our client, a wealth management company located in Palo Alto, CA, to identify a Tax Associate to join them. This is a hybrid, full-time, direct hire role. They are looking for a self-starter who is organized and detail oriented and who will excel in working in a client-focused team environment. This position requires exceptional communication and presentation skills and provides a unique and highly rewarding career path for the right candidate.

Your Role:

Directly supporting one of client Counselors with issues such as:

  • Investment portfolio construction and management; long-term investment strategy
  • Income tax planning, including federal and state tax return preparation and tax dispute resolution
  • Public and private company stock, stock options, restricted stock units, and stock purchase plans
  • Retirement and other forward-looking planning
  • Estate plan architecture; gifting strategies; estate and gift taxes

You Bring:

  • One or more of the following credentials: CPA, tax degree/designation (Master of Taxation, LLM, EA, CFP); CFA
  • 2-3 years of professional experience in finance, accounting, law, and/or taxation
  • Exceptional interpersonal and communication skills: the successful candidate will work with
  • clients, give group presentations, and take part in new business development
  • The ability to work effectively in a team environment
  • Strong organizational skills and the ability to multi-task
  • Extensive Microsoft Office experience and good overall computer skills
  • Knowledge and experience with individual income tax issues & return preparation
  • Experience serving executive/professional clients and exercising a high level of discretion
  • Completed continuing finance education and licensing requirements (Series 65, Certified Financial Planner designation)
  • Must be authorized to work in the United States.

Salary range: $130,000-$150,000 per year

Client requires Covid vaccination and booster.