Richardson Wealth Ltd
Senior Tax Advisor at Richardson Wealth
Job Description
Pursue a rewarding career as Senior Tax Advisor with Richardson Wealth, guiding high-net-worth clients through complex tax and financial planning strategies. This role combines leadership with client-facing responsibilities.
As a Senior Tax Advisor at Richardson Wealth, you will enhance the wealth planning services provided to our high-net-worth clientele. This position involves meetings with investment advisors and direct client engagements, where you will present tailored tax strategies and collaborate with external professionals to ensure optimal client outcomes.
Key Responsibilities: • Deliver tax and wealth planning advice to high-net-worth clients • Meet with clients and advisors to address planning matters • Lead educational seminars on tax and estate strategies • Coordinate implementation of bespoke wealth planning services • Conduct quality checks on complex tax and estate files
Requirements: • Over 10 years of relevant planning experience • Excellen...
As a Senior Tax Advisor at Richardson Wealth, you will enhance the wealth planning services provided to our high-net-worth clientele. This position involves meetings with investment advisors and direct client engagements, where you will present tailored tax strategies and collaborate with external professionals to ensure optimal client outcomes.
Key Responsibilities: • Deliver tax and wealth planning advice to high-net-worth clients • Meet with clients and advisors to address planning matters • Lead educational seminars on tax and estate strategies • Coordinate implementation of bespoke wealth planning services • Conduct quality checks on complex tax and estate files
Requirements: • Over 10 years of relevant planning experience • Excellen...