Tax Strategist
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About The Position
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $31 billion in AUM as of December 31, 2024, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers. EP Wealth Advisors is hiring for a Tax Strategist. The Tax Strategist is responsible for developing and implementing comprehensive tax strategies and coordinating tax return preparation. Our ideal candidate will have a demonstrated track record of delivering excellent client service, with exceptional organizational, communication and problem-solving skills. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurial, Inclusion and Connection. The salary range is $120,000 - $140,000 per year, plus annual bonus.
