Tax Planner

Ritholtz Wealth Management is a fast-growing Registered Advisory (RIA) firm headquartered in New York City with clients and employees nationwide. We are growing a cutting-edge Registered Investment Advisory (RIA) firm seeking highly motivated and career-oriented individuals who can thrive in an energetic and collaborative environment and enjoy the challenges of providing exceptional service to our clients. We are seeking a Tax Planner for our growing tax practice.

Many RWM clients started as followers of the firm’s substantial media and content footprint, which includes weekly podcasts that can be viewed on The Compound - YouTube.

Our employees enjoy being part of a dynamic team, meaning you will work with an innovative firm shaping the investing future. We provide better client outcomes through leading content & communication, technology solutions, and time-tested investment strategies. RWM has found its niche in reaching clients through entertaining and informative content and providing better solutions by taking on new opportunities. All while leaving its own personal footprint within the industry with conferences like the Future Proof Festival.

Learn more about our Tax practice here!

This position is Hybrid with regular travel to our office for in-person collaboration. Applicants must be local to the Philadelphia area to be considered.

Veterans and/or Military spouses are encouraged to apply.

A day in the life of a Tax Planner can look like this:

• Building and reviewing client tax plans and projections
• Assisting the Tax Manager with income tax filing for 300+ individuals
• Developing experience and proficiency in income tax filing matters
• Working with advisors to develop tax strategies to achieve clients’ financial goals
• Ensuring that invoices are in agreement with client billing arrangements & records
• Preparing/reviewing financial statements and reporting packages, including P&L, balance sheet, and cash flow; investigating variances and trends

This opportunity might be a good fit for you if:

• You pay attention to details
• You are organized, and nothing falls through the cracks on your watch
• You like solving problems, taking on new challenges, and finding creative solutions
• You enjoy helping people and helping clients reach their financial goals
• You write well, speak eloquently, and can explain just about anything to anyone
• You think on your feet and love learning new things
• You are motivated, driven, and always volunteer for new challenges
• You are comfortable collaborating with diversified distributed teams and roles in a remote environment

To succeed in this role, you will:

• Have 1-5 years of experience in either public accounting, tax filing, tax planning, or financial planning
• Be excited to tackle tax-related projects and solve individual tax issues
• Be computer-savvy and capable of learning new software applications with relative ease

Bonus Skills

• CCH Axcess or other professional tax software
• Schwab, Fidelity, or equivalent brokerage platform
• Orion or other portfolio management platform
• Salesforce (or equivalent client resource manager)

What is great about us? We offer fantastic perks and benefits such as:

• Great company culture
• We embrace diversity and inclusion
• Hybrid/Remote/Work from home
• Comprehensive benefits package
• 401k with match
• Generous time off
• Paid Parental Leave
• Support for community volunteering
• Discretionary quarterly profit pool distribution after one year of employment

How do we stay compliant?

We participate in E-Verify. We will provide the U.S. Social Security Administration (SSA) and, if necessary, the U.S. Department of Homeland Security (DHS) with information from each new employer’s Form I-9 to confirm work authorization.

Benefits:

• 401(k)
• 401(k) matching
• Employee discount
• Paid time off
• Parental leave

Check out some of our footprints:

The Compound - The Compound brings you the latest in business, investing, economics, finance, and more! Michael Batnick, Josh Brown, Barry Ritholtz, Ben Carlson and the rest of the gang upload new videos weekly!

Animal Spirits - A podcast about markets, life & investing with Michael Batnick & Ben Carlson

Future Proof- A first-of-its-kind outdoor wealth management conference located on the boardwalk in Huntington Beach, CA, on the beach in Miami, and at a resort in Colorado Springs.

Ability to commute/relocate:

• Ambler, PA 19002 Reliably commute or planning to relocate before starting work (Required)

Experience:

• Tax experience: 1 - 5 years Tax experience and/or 1-5 years Planning experience

License/Certification:

• CPA or EA (Preferred) and CFP (Optional)