Associate Vice President, Client Engagement

Tax Alchemy•Irvine, CA

12h•Remote

About The Position

We are seeking a highly capable and detail-oriented Associate Vice President to serve as a direct extension of the Principal & Lead Advisor within a boutique, administrative family office platform. This individual will play a central role in client engagement, advisory coordination, and service delivery, acting as the connective layer between strategy and execution. The AVP will work closely with the Lead Advisor to translate complex financial, tax, investment, and estate planning strategies into coordinated action across internal and external stakeholders. This role is best suited for a mid-to-senior level professional who has meaningful experience serving high-net-worth or ultra-high-net-worth clients and is ready to step into a highly dynamic, high-responsibility position within a growing firm. The AVP will function as a second voice to the client, reinforcing and advancing advisory direction, while ensuring all client-related activities are executed with precision, consistency, and a high standard of care. The Core Role Objective is to serve as the primary operator of client engagements—translating advisory direction into coordinated action, maintaining continuity across all stakeholders, and ensuring the consistent delivery of a high-touch family office experience.

Requirements

5–10 years of experience in: Wealth management, Multi-family office, Private client advisory, Investment operations or financial planning
Strong understanding of: Financial planning concepts, Tax strategy coordination, Estate planning structures (trusts, LLCs, etc.), Investment vehicles and capital flows
Experience participating in client-facing engagements
Exceptional organizational and project management capabilities
Ability to translate complex ideas into clear, actionable steps
High attention to detail with a commitment to precision and quality
Excellent written and verbal communication skills
Ability to manage multiple client engagements simultaneously
Strong judgment and discretion when handling sensitive client matters
Proactive, ownership-driven mindset with a bias toward action
Comfort operating in a fast-paced, high-accountability environment
Availability during Pacific Time business hours, 8 AM - 5 PM

Nice To Haves

Active license (Series 65 or equivalent) or ability to obtain
Professional designations (CFP®, CPA, EA, CPWA®, JD, or similar)
Experience working with high-net-worth or ultra-high-net-worth clients

Responsibilities

Act as a secondary point of contact for clients, reinforcing and advancing the strategic direction set by the Lead Advisor
Participate in all client communications, ensuring continuity, clarity, and follow-through
Prepare and deliver client communications including: Meeting recaps, Action plans, Status updates
Ensure clients experience a seamless, proactive, and highly organized advisory relationship
Translate high-level advisory direction into: Clear action items, Structured workflows, Defined deliverables
Coordinate across multiple disciplines including: Tax strategy and compliance, Investment structuring and implementation, Estate planning and entity structuring, Banking, lending, and liquidity management
Ensure all stakeholders (internal and external) are aligned on objectives, timelines, and expectations
Own the end-to-end lifecycle of client engagements, including: Task tracking, Timeline management, Workflow execution
Oversee the completion of all client deliverables across: Financial planning, Tax coordination, Legal and estate workflows, Investment execution
Ensure all work is completed: On time, To specification, At a high standard of quality
Supervise and support the coordination of: CPAs and tax advisors, Attorneys and estate planners, Investment and asset managers, Banking and lending partners
Track deliverables, timelines, and dependencies across all third parties
Ensure accountability and responsiveness from all external partners
Collaborate closely with the Client Operations Associate to: Delegate execution tasks, Review deliverables, Ensure quality control before client delivery
Maintain visibility across all workstreams to ensure consistency and completeness
Support the development and refinement of comprehensive financial plans
Assist in synthesizing complex financial information into clear, actionable insights
Prepare materials and recommendations for Lead Advisor review
Assist in reviewing and vetting investment opportunities presented to the firm or its clients
Analyze supporting materials and identify key risks, assumptions, and considerations
Summarize findings for internal discussion and client presentation